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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 | $47,210 | $50,554-6.6% | $67,681-30.2% | $87,485-46.0% |
| Participation rate | 27.8% | 67.7%-39.9pp | 73.7%-46.0pp | 68.9%-41.2pp |
| Annual return | 11.06% | 17.81%-6.8pp | 590.58%-579.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $673 | $1,988-66.1% | $2,678-74.9% | $2,596-74.1% |
| Participant deferral / active EE | $1,389 | $2,961-53.1% | $3,976-65.1% | $4,274-67.5% |
| Admin fee / account holder | $1,267 | $4,132-69.3% | $6,100-79.2% | $7,775-83.7% |