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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 | $50,793 | $91,167-44.3% | $178,498-71.5% | $79,858-36.4% |
| Participation rate | 45.2% | 69.2%-24.0pp | 81.9%-36.8pp | 69.6%-24.5pp |
| Annual return | 16.03% | 24.19%-8.2pp | 151.09%-135.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $595 | $3,255-81.7% | $5,011-88.1% | $2,471-75.9% |
| Participant deferral / active EE | $1,428 | $3,236-55.9% | $5,202-72.5% | $3,740-61.8% |
| Admin fee / account holder | $3,293 | $6,747-51.2% | $13,985-76.5% | $5,306-37.9% |