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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 | $46,632 | $116,190-59.9% | $93,614-50.2% | $152,885-69.5% |
| Participation rate | 45.0% | 78.0%-33.0pp | 75.8%-30.8pp | 82.5%-37.5pp |
| Annual return | 14.29% | 35.96%-21.7pp | 32.76%-18.5pp | 345.39%-331.1pp |
| Employer contribution / active EE | $852 | $3,219-73.5% | $2,718-68.7% | $4,763-82.1% |
| Participant deferral / active EE | $1,966 | $4,604-57.3% | $4,069-51.7% | $5,851-66.4% |
| Admin fee / account holder | $851 | $10,749-92.1% | $7,889-89.2% | $11,598-92.7% |