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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 | $47,574 | $100,970-52.9% | $96,576-50.7% | $137,256-65.3% |
| Participation rate | 46.7% | 82.6%-35.9pp | 81.4%-34.8pp | 80.0%-33.3pp |
| Annual return | 13.87% | 38.16%-24.3pp | 38.47%-24.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $638 | $3,809-83.3% | $3,553-82.1% | $4,156-84.7% |
| Participant deferral / active EE | $4,113 | $8,286-50.4% | $7,956-48.3% | $6,407-35.8% |
| Admin fee / account holder | $9,464 | $11,312-16.3% | $11,381-16.8% | $12,270-22.9% |