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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 | $49,275 | $80,748-39.0% | $102,383-51.9% | $74,429-33.8% |
| Participation rate | 31.0% | 65.7%-34.6pp | 74.5%-43.5pp | 67.2%-36.2pp |
| Annual return | 12.85% | 27.57%-14.7pp | 24.94%-12.1pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $958 | $3,159-69.7% | $3,870-75.2% | $2,625-63.5% |
| Participant deferral / active EE | $2,184 | $3,861-43.4% | $5,060-56.8% | $4,348-49.8% |
| Admin fee / account holder | $4,655 | $2,371+96.4% | $8,391-44.5% | $1,944+139.4% |