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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 | $51,652 | $35,183+46.8% | $73,550-29.8% | $70,126-26.3% |
| Participation rate | 42.9% | 42.9%-0.1pp | 54.9%-12.1pp | 69.5%-26.7pp |
| Annual return | 18.62% | 26.90%-8.3pp | -15.16%+33.8pp | 73.15%-54.5pp |
| Employer contribution / active EE | $668 | $709-5.7% | $1,219-45.2% | $2,343-71.5% |
| Participant deferral / active EE | $1,772 | $1,220+45.3% | $1,804-1.8% | $3,332-46.8% |
| Admin fee / account holder | $726 | $2,302-68.5% | $2,320-68.7% | $4,645-84.4% |