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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 | $47,552 | $85,171-44.2% | $172,753-72.5% | $72,976-34.8% |
| Participation rate | 63.2% | 70.1%-6.9pp | 82.6%-19.5pp | 69.5%-6.3pp |
| Annual return | 19.34% | 27.32%-8.0pp | 803.00%-783.7pp | 81.02%-61.7pp |
| Employer contribution / active EE | $987 | $3,324-70.3% | $5,144-80.8% | $2,440-59.6% |
| Participant deferral / active EE | $1,845 | $3,260-43.4% | $5,198-64.5% | $3,608-48.9% |
| Admin fee / account holder | $1,444 | $5,880-75.4% | $13,956-89.7% | $5,124-71.8% |