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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 | $45,550 | $77,920-41.5% | $149,723-69.6% | $75,177-39.4% |
| Participation rate | 44.8% | 65.6%-20.8pp | 78.8%-34.0pp | 67.2%-22.4pp |
| Annual return | 18.00% | 31.72%-13.7pp | 134.50%-116.5pp | 160.75%-142.7pp |
| Employer contribution / active EE | $486 | $3,138-84.5% | $4,821-89.9% | $2,671-81.8% |
| Participant deferral / active EE | $2,329 | $3,411-31.7% | $5,682-59.0% | $4,126-43.6% |
| Admin fee / account holder | $1,391 | $5,951-76.6% | $13,215-89.5% | $5,651-75.4% |