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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 | $49,051 | $77,638-36.8% | $156,551-68.7% | $62,881-22.0% |
| Participation rate | 45.8% | 71.2%-25.4pp | 84.0%-38.2pp | 69.3%-23.5pp |
| Annual return | 7.33% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $866 | $3,444-74.9% | $5,501-84.3% | $2,281-62.1% |
| Participant deferral / active EE | $2,622 | $3,046-13.9% | $4,871-46.2% | $3,203-18.1% |
| Admin fee / account holder | $2,173 | $5,561-60.9% | $13,028-83.3% | $4,296-49.4% |