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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 | $51,536 | $49,177+4.8% | $79,466-35.1% | $64,173-19.7% |
| Participation rate | 36.7% | 65.0%-28.4pp | 73.3%-36.7pp | 69.6%-32.9pp |
| Annual return | 12.56% | -1.16%+13.7pp | 718.28%-705.7pp | 7.63%+4.9pp |
| Employer contribution / active EE | $519 | $2,076-75.0% | $2,800-81.5% | $2,381-78.2% |
| Participant deferral / active EE | $803 | $2,821-71.5% | $3,704-78.3% | $3,470-76.8% |
| Admin fee / account holder | $2,079 | $3,839-45.9% | $5,104-59.3% | $4,887-57.5% |