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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 | $48,470 | $85,024-43.0% | $70,544-31.3% | $139,466-65.2% |
| Participation rate | 14.3% | 73.9%-59.6pp | 68.4%-54.1pp | 80.3%-66.0pp |
| Annual return | 31.48% | 30.39%+1.1pp | 32.79%-1.3pp | 373.66%-342.2pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,817 | $5,891-69.2% | $4,568-60.2% | $6,712-72.9% |
| Admin fee / account holder | $759 | $8,928-91.5% | $6,427-88.2% | $11,409-93.3% |