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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 | $55,457-14.9% | $77,361-39.0% | $94,015-49.8% |
| Participation rate | 27.8% | 69.8%-42.0pp | 75.0%-47.2pp | 70.8%-43.0pp |
| Annual return | 11.06% | 15.57%-4.5pp | 1011.54%-1000.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $673 | $2,255-70.1% | $2,990-77.5% | $2,790-75.9% |
| Participant deferral / active EE | $1,389 | $3,069-54.7% | $3,911-64.5% | $4,249-67.3% |
| Admin fee / account holder | $1,267 | $4,334-70.8% | $5,894-78.5% | $8,951-85.8% |