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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 | $81,331-38.4% | $155,534-67.8% | $80,935-38.1% |
| Participation rate | 11.1% | 66.3%-55.1pp | 78.2%-67.1pp | 67.7%-56.6pp |
| Annual return | 28.07% | 33.37%-5.3pp | 64.92%-36.8pp | 35.66%-7.6pp |
| Employer contribution / active EE | $568 | $3,105-81.7% | $4,675-87.9% | $2,757-79.4% |
| Participant deferral / active EE | $1,706 | $3,454-50.6% | $5,630-69.7% | $4,299-60.3% |
| Admin fee / account holder | $508 | $7,999-93.6% | $15,900-96.8% | $6,924-92.7% |