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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 | $14,578 | $81,262-82.1% | $155,602-90.6% | $80,911-82.0% |
| Participation rate | 48.6% | 66.2%-17.7pp | 78.2%-29.6pp | 67.6%-19.1pp |
| Annual return | 44.30% | 33.34%+11.0pp | 64.81%-20.5pp | 35.63%+8.7pp |
| Employer contribution / active EE | $1,151 | $3,102-62.9% | $4,675-75.4% | $2,756-58.2% |
| Participant deferral / active EE | $4,405 | $3,451+27.6% | $5,629-21.7% | $4,297+2.5% |
| Admin fee / account holder | $1,825 | $7,992-77.2% | $15,923-88.5% | $6,935-73.7% |