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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 | $44,169 | $77,901-43.3% | $149,717-70.5% | $75,181-41.2% |
| Participation rate | 22.4% | 65.6%-43.2pp | 78.8%-56.4pp | 67.2%-44.8pp |
| Annual return | 19.46% | 31.73%-12.3pp | 134.41%-114.9pp | 160.69%-141.2pp |
| Employer contribution / active EE | $996 | $3,137-68.2% | $4,820-79.3% | $2,671-62.7% |
| Participant deferral / active EE | $1,301 | $3,411-61.9% | $5,682-77.1% | $4,126-68.5% |
| Admin fee / account holder | $1,313 | $5,949-77.9% | $13,213-90.1% | $5,650-76.8% |