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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 | $50,769 | $63,156-19.6% | $122,354-58.5% | $62,293-18.5% |
| Participation rate | 20.3% | 60.0%-39.7pp | 71.6%-51.3pp | 69.5%-49.2pp |
| Annual return | 17.40% | 20.61%-3.2pp | 30.28%-12.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $471 | $1,385-66.0% | $4,051-88.4% | $2,042-76.9% |
| Participant deferral / active EE | $985 | $2,321-57.5% | $3,287-70.0% | $3,169-68.9% |
| Admin fee / account holder | $8,352 | $440+1798.6% | $5,479+52.4% | $479+1642.4% |