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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 | $51,184-7.8% | $66,439-28.9% | $86,983-45.7% |
| Participation rate | 27.8% | 68.5%-40.7pp | 74.5%-46.7pp | 69.5%-41.8pp |
| Annual return | 11.06% | 17.07%-6.0pp | 757.66%-746.6pp | 25.83%-14.8pp |
| Employer contribution / active EE | $673 | $2,023-66.7% | $2,637-74.5% | $2,584-74.0% |
| Participant deferral / active EE | $1,389 | $2,927-52.6% | $3,876-64.2% | $4,194-66.9% |
| Admin fee / account holder | $1,267 | $4,154-69.5% | $6,173-79.5% | $7,856-83.9% |