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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 | $20,456 | $75,541-72.9% | $152,093-86.6% | $82,637-75.2% |
| Participation rate | 49.0% | 66.5%-17.5pp | 77.8%-28.7pp | 68.1%-19.0pp |
| Annual return | 47.65% | 32.56%+15.1pp | 66.36%-18.7pp | 53.51%-5.9pp |
| Employer contribution / active EE | $646 | $2,622-75.4% | $4,175-84.5% | $2,552-74.7% |
| Participant deferral / active EE | $1,564 | $3,206-51.2% | $5,451-71.3% | $4,126-62.1% |
| Admin fee / account holder | $6,327 | $6,405-1.2% | $14,497-56.4% | $7,339-13.8% |