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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 | $47,118 | $47,553-0.9% | $136,867-65.6% | $69,733-32.4% |
| Participation rate | 11.4% | 61.4%-50.0pp | 74.5%-63.2pp | 62.5%-51.1pp |
| Annual return | 18.19% | -91.50%+109.7pp | 42.97%-24.8pp | 15.22%+3.0pp |
| Employer contribution / active EE | $853 | $2,087-59.1% | $3,547-75.9% | $2,250-62.1% |
| Participant deferral / active EE | $1,079 | $2,300-53.1% | $4,924-78.1% | $3,054-64.7% |
| Admin fee / account holder | $2,225 | $3,496-36.4% | $10,340-78.5% | $3,102-28.3% |