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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 | $45,092 | $58,895-23.4% | $178,503-74.7% | $73,497-38.6% |
| Participation rate | 33.7% | 66.2%-32.6pp | 81.9%-48.3pp | 70.7%-37.0pp |
| Annual return | 17.07% | 24.86%-7.8pp | 151.12%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $505 | $2,236-77.4% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,396 | $2,567-45.6% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $604 | $400+50.9% | $13,987-95.7% | $513+17.7% |