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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 | $43,420 | $55,889-22.3% | $76,119-43.0% | $80,935-46.4% |
| Participation rate | 51.5% | 62.1%-10.6pp | 69.1%-17.6pp | 67.7%-16.1pp |
| Annual return | 11.50% | 20.58%-9.1pp | 361.25%-349.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $831 | $1,866-55.4% | $2,693-69.1% | $2,757-69.8% |
| Participant deferral / active EE | $1,788 | $3,051-41.4% | $4,259-58.0% | $4,299-58.4% |
| Admin fee / account holder | $3,100 | $5,241-40.9% | $6,421-51.7% | $6,924-55.2% |