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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 | $37,851 | $84,236-55.1% | $170,435-77.8% | $70,126-46.0% |
| Participation rate | 50.8% | 70.8%-20.0pp | 83.6%-32.8pp | 69.5%-18.7pp |
| Annual return | 12.58% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $768 | $3,387-77.3% | $5,432-85.9% | $2,343-67.2% |
| Participant deferral / active EE | $1,050 | $3,086-66.0% | $4,939-78.7% | $3,332-68.5% |
| Admin fee / account holder | $858 | $5,698-84.9% | $13,881-93.8% | $4,645-81.5% |