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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 | $81,276-41.4% | $155,574-69.4% | $80,925-41.2% |
| Participation rate | 36.4% | 66.2%-29.9pp | 78.2%-41.8pp | 67.7%-31.3pp |
| Annual return | 144.31% | 33.36%+110.9pp | 64.87%+79.4pp | 35.65%+108.7pp |
| Employer contribution / active EE | $727 | $3,103-76.6% | $4,676-84.5% | $2,756-73.6% |
| Participant deferral / active EE | $1,077 | $3,453-68.8% | $5,629-80.9% | $4,299-75.0% |
| Admin fee / account holder | $347 | $7,993-95.7% | $15,914-97.8% | $6,940-95.0% |