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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 | $47,020 | $58,311-19.4% | $81,882-42.6% | $80,959-41.9% |
| Participation rate | 43.1% | 63.5%-20.4pp | 72.4%-29.3pp | 67.7%-24.6pp |
| Annual return | 14.72% | 41.85%-27.1pp | 779.47%-764.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,284 | $2,347-45.3% | $2,916-56.0% | $2,757-53.4% |
| Participant deferral / active EE | $2,472 | $3,287-24.8% | $4,323-42.8% | $4,300-42.5% |
| Admin fee / account holder | $3,583 | $4,752-24.6% | $7,360-51.3% | $6,925-48.3% |