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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 | $48,546 | $56,060-13.4% | $76,002-36.1% | $80,874-40.0% |
| Participation rate | 42.6% | 62.0%-19.4pp | 69.1%-26.4pp | 67.6%-25.0pp |
| Annual return | 21.45% | 20.54%+0.9pp | 360.07%-338.6pp | 35.62%-14.2pp |
| Employer contribution / active EE | $559 | $1,873-70.2% | $2,688-79.2% | $2,756-79.7% |
| Participant deferral / active EE | $3,718 | $3,051+21.8% | $4,257-12.7% | $4,297-13.5% |
| Admin fee / account holder | $4,980 | $5,237-4.9% | $6,414-22.4% | $6,935-28.2% |