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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,747 | $56,063-14.8% | $76,051-37.2% | $80,911-41.0% |
| Participation rate | 26.2% | 62.0%-35.8pp | 69.1%-42.9pp | 67.6%-41.5pp |
| Annual return | 12.46% | 20.54%-8.1pp | 360.42%-348.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $684 | $1,874-63.5% | $2,690-74.6% | $2,756-75.2% |
| Participant deferral / active EE | $1,494 | $3,052-51.1% | $4,257-64.9% | $4,297-65.2% |
| Admin fee / account holder | $718 | $5,240-86.3% | $6,416-88.8% | $6,935-89.6% |