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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 | $47,620 | $81,358-41.5% | $155,556-69.4% | $80,959-41.2% |
| Participation rate | 36.4% | 66.3%-29.9pp | 78.2%-41.9pp | 67.7%-31.3pp |
| Annual return | 144.31% | 33.39%+110.9pp | 64.84%+79.5pp | 35.67%+108.6pp |
| Employer contribution / active EE | $727 | $3,106-76.6% | $4,675-84.5% | $2,757-73.6% |
| Participant deferral / active EE | $1,077 | $3,455-68.8% | $5,631-80.9% | $4,300-75.0% |
| Admin fee / account holder | $347 | $7,994-95.7% | $15,885-97.8% | $6,925-95.0% |