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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 | $49,931 | $50,554-1.2% | $67,681-26.2% | $87,485-42.9% |
| Participation rate | 35.3% | 67.7%-32.4pp | 73.7%-38.4pp | 68.9%-33.6pp |
| Annual return | 11.34% | 17.81%-6.5pp | 590.58%-579.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $539 | $1,988-72.9% | $2,678-79.9% | $2,596-79.2% |
| Participant deferral / active EE | $2,063 | $2,961-30.3% | $3,976-48.1% | $4,274-51.7% |
| Admin fee / account holder | $1,458 | $4,132-64.7% | $6,100-76.1% | $7,775-81.2% |