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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 | $49,550 | $81,262-39.0% | $155,602-68.2% | $80,911-38.8% |
| Participation rate | 55.3% | 66.2%-11.0pp | 78.2%-22.9pp | 67.6%-12.4pp |
| Annual return | 14.62% | 33.34%-18.7pp | 64.81%-50.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $765 | $3,102-75.3% | $4,675-83.6% | $2,756-72.2% |
| Participant deferral / active EE | $2,345 | $3,451-32.1% | $5,629-58.3% | $4,297-45.4% |
| Admin fee / account holder | $1,471 | $7,992-81.6% | $15,923-90.8% | $6,935-78.8% |