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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 | $45,242 | $58,275-22.4% | $81,844-44.7% | $80,935-44.1% |
| Participation rate | 45.7% | 63.5%-17.8pp | 72.4%-26.7pp | 67.7%-22.0pp |
| Annual return | 15.27% | 41.82%-26.5pp | 778.87%-763.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $822 | $2,346-65.0% | $2,916-71.8% | $2,757-70.2% |
| Participant deferral / active EE | $2,210 | $3,285-32.7% | $4,323-48.9% | $4,299-48.6% |
| Admin fee / account holder | $1,966 | $4,749-58.6% | $7,355-73.3% | $6,924-71.6% |