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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 | $58,258-7.8% | $81,820-34.4% | $80,925-33.6% |
| Participation rate | 43.6% | 63.5%-19.9pp | 72.4%-28.8pp | 67.7%-24.1pp |
| Annual return | 11.13% | 41.76%-30.6pp | 777.93%-766.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $453 | $2,345-80.7% | $2,915-84.5% | $2,756-83.6% |
| Participant deferral / active EE | $1,863 | $3,284-43.3% | $4,323-56.9% | $4,299-56.7% |
| Admin fee / account holder | $1,230 | $4,976-75.3% | $7,391-83.4% | $6,940-82.3% |