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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 | $45,450 | $76,407-40.5% | $150,298-69.8% | $82,448-44.9% |
| Participation rate | 55.3% | 66.4%-11.1pp | 77.8%-22.5pp | 68.1%-12.8pp |
| Annual return | 15.98% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $824 | $2,614-68.5% | $4,154-80.2% | $2,551-67.7% |
| Participant deferral / active EE | $3,190 | $3,214-0.8% | $5,453-41.5% | $4,139-22.9% |
| Admin fee / account holder | $602 | $6,352-90.5% | $14,116-95.7% | $7,234-91.7% |