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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 | $46,455 | $49,177-5.5% | $79,466-41.5% | $64,173-27.6% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.3%-11.8pp | 69.6%-8.0pp |
| Annual return | 7.68% | -1.16%+8.8pp | 718.28%-710.6pp | 7.63%0pp |
| Employer contribution / active EE | $490 | $2,076-76.4% | $2,800-82.5% | $2,381-79.4% |
| Participant deferral / active EE | $2,350 | $2,821-16.7% | $3,704-36.6% | $3,470-32.3% |
| Admin fee / account holder | $1,527 | $3,839-60.2% | $5,104-70.1% | $4,887-68.8% |