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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 | $47,216 | $68,878-31.4% | $120,574-60.8% | $80,935-41.7% |
| Participation rate | 42.2% | 61.7%-19.5pp | 71.9%-29.8pp | 67.7%-25.5pp |
| Annual return | 10.65% | 23.67%-13.0pp | 107.42%-96.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,176 | $2,065-43.0% | $3,471-66.1% | $2,757-57.3% |
| Participant deferral / active EE | $1,424 | $3,189-55.3% | $4,996-71.5% | $4,299-66.9% |
| Admin fee / account holder | $3,947 | $5,782-31.7% | $9,445-58.2% | $6,924-43.0% |