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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 | $50,067 | $81,262-38.4% | $155,602-67.8% | $80,911-38.1% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.6%-56.5pp |
| Annual return | 28.07% | 33.34%-5.3pp | 64.81%-36.7pp | 35.63%-7.6pp |
| Employer contribution / active EE | $568 | $3,102-81.7% | $4,675-87.9% | $2,756-79.4% |
| Participant deferral / active EE | $1,706 | $3,451-50.6% | $5,629-69.7% | $4,297-60.3% |
| Admin fee / account holder | $508 | $7,992-93.6% | $15,923-96.8% | $6,935-92.7% |