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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 | $46,089 | $84,236-45.3% | $170,435-73.0% | $70,126-34.3% |
| Participation rate | 54.7% | 70.8%-16.1pp | 83.6%-28.9pp | 69.5%-14.8pp |
| Annual return | 13.14% | 23.06%-9.9pp | 205.94%-192.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $795 | $3,387-76.5% | $5,432-85.4% | $2,343-66.1% |
| Participant deferral / active EE | $1,467 | $3,086-52.5% | $4,939-70.3% | $3,332-56.0% |
| Admin fee / account holder | $1,016 | $5,698-82.2% | $13,881-92.7% | $4,645-78.1% |