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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 | $81,331-39.1% | $155,534-68.1% | $80,935-38.8% |
| Participation rate | 55.3% | 66.3%-11.0pp | 78.2%-23.0pp | 67.7%-12.4pp |
| Annual return | 14.62% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $765 | $3,105-75.3% | $4,675-83.6% | $2,757-72.2% |
| Participant deferral / active EE | $2,345 | $3,454-32.1% | $5,630-58.4% | $4,299-45.5% |
| Admin fee / account holder | $1,471 | $7,999-81.6% | $15,900-90.8% | $6,924-78.8% |