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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 | $44,172 | $69,248-36.2% | $64,101-31.1% | $139,466-68.3% |
| Participation rate | 54.5% | 75.6%-21.1pp | 72.3%-17.8pp | 80.3%-25.8pp |
| Annual return | 13.17% | 45.95%-32.8pp | 33.72%-20.6pp | 373.66%-360.5pp |
| Employer contribution / active EE | $710 | $3,185-77.7% | $2,749-74.2% | $4,754-85.1% |
| Participant deferral / active EE | $1,787 | $4,682-61.8% | $3,881-53.9% | $6,712-73.4% |
| Admin fee / account holder | $917 | $4,247-78.4% | $3,070-70.1% | $11,409-92.0% |