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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 | $49,371 | $51,184-3.5% | $66,439-25.7% | $86,983-43.2% |
| Participation rate | 55.6% | 68.5%-12.9pp | 74.5%-18.9pp | 69.5%-14.0pp |
| Annual return | 17.93% | 17.07%+0.9pp | 757.66%-739.7pp | 25.83%-7.9pp |
| Employer contribution / active EE | $696 | $2,023-65.6% | $2,637-73.6% | $2,584-73.1% |
| Participant deferral / active EE | $4,057 | $2,927+38.6% | $3,876+4.7% | $4,194-3.3% |
| Admin fee / account holder | $1,005 | $4,154-75.8% | $6,173-83.7% | $7,856-87.2% |