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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 | $46,107 | $42,546+8.4% | $71,796-35.8% | $55,167-16.4% |
| Participation rate | 42.2% | 59.1%-16.9pp | 69.1%-26.9pp | 69.0%-26.8pp |
| Annual return | 10.01% | 12.36%-2.4pp | 78.04%-68.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $660 | $803-17.9% | $1,924-65.7% | $1,963-66.4% |
| Participant deferral / active EE | $1,691 | $2,064-18.1% | $2,794-39.5% | $3,054-44.6% |
| Admin fee / account holder | $3,307 | $650+409.1% | $4,815-31.3% | $504+556.3% |