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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 | $47,236 | $81,276-41.9% | $155,574-69.6% | $80,925-41.6% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 15.46% | 33.36%-17.9pp | 64.87%-49.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $642 | $3,103-79.3% | $4,676-86.3% | $2,756-76.7% |
| Participant deferral / active EE | $1,528 | $3,453-55.8% | $5,629-72.9% | $4,299-64.5% |
| Admin fee / account holder | $8,771 | $7,993+9.7% | $15,914-44.9% | $6,940+26.4% |