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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 | $53,712 | $58,311-7.9% | $81,882-34.4% | $80,959-33.7% |
| Participation rate | 43.6% | 63.5%-19.9pp | 72.4%-28.8pp | 67.7%-24.1pp |
| Annual return | 11.13% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $453 | $2,347-80.7% | $2,916-84.5% | $2,757-83.6% |
| Participant deferral / active EE | $1,863 | $3,287-43.3% | $4,323-56.9% | $4,300-56.7% |
| Admin fee / account holder | $1,230 | $4,752-74.1% | $7,360-83.3% | $6,925-82.2% |