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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 | $53,505 | $46,877+14.1% | $122,354-56.3% | $70,126-23.7% |
| Participation rate | 39.3% | 58.2%-18.9pp | 71.6%-32.4pp | 69.5%-30.3pp |
| Annual return | 16.87% | 24.22%-7.3pp | 30.28%-13.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $641 | $1,288-50.2% | $4,051-84.2% | $2,343-72.6% |
| Participant deferral / active EE | $1,801 | $2,167-16.9% | $3,287-45.2% | $3,332-46.0% |
| Admin fee / account holder | $1,872 | $3,324-43.7% | $5,479-65.8% | $4,645-59.7% |