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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 | $54,552 | $54,5410% | $78,778-30.8% | $70,126-22.2% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.2%-26.3pp | 69.5%-26.7pp |
| Annual return | 12.27% | 21.07%-8.8pp | 35.62%-23.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $485 | $1,089-55.4% | $1,986-75.6% | $2,343-79.3% |
| Participant deferral / active EE | $998 | $2,210-54.8% | $2,958-66.3% | $3,332-70.0% |
| Admin fee / account holder | $1,020 | $3,709-72.5% | $5,134-80.1% | $4,645-78.0% |