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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 | $77,814-73.7% | $158,223-87.1% | $86,983-76.5% |
| Participation rate | 49.0% | 68.4%-19.4pp | 79.2%-30.2pp | 69.5%-20.5pp |
| Annual return | 47.65% | 30.54%+17.1pp | 52.09%-4.4pp | 25.83%+21.8pp |
| Employer contribution / active EE | $646 | $2,592-75.1% | $4,109-84.3% | $2,584-75.0% |
| Participant deferral / active EE | $1,564 | $3,270-52.2% | $5,467-71.4% | $4,194-62.7% |
| Admin fee / account holder | $6,327 | $5,879+7.6% | $16,047-60.6% | $7,856-19.5% |