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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 | $38,371 | $81,331-52.8% | $155,534-75.3% | $80,935-52.6% |
| Participation rate | 47.8% | 66.3%-18.4pp | 78.2%-30.4pp | 67.7%-19.8pp |
| Annual return | 11.79% | 33.37%-21.6pp | 64.92%-53.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $648 | $3,105-79.1% | $4,675-86.1% | $2,757-76.5% |
| Participant deferral / active EE | $2,227 | $3,454-35.5% | $5,630-60.4% | $4,299-48.2% |
| Admin fee / account holder | $5,480 | $7,999-31.5% | $15,900-65.5% | $6,924-20.9% |