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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 | $51,558 | $50,554+2.0% | $67,681-23.8% | $87,485-41.1% |
| Participation rate | 20.7% | 67.7%-47.0pp | 73.7%-53.0pp | 68.9%-48.2pp |
| Annual return | 12.27% | 17.81%-5.5pp | 590.58%-578.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $912 | $1,988-54.1% | $2,678-65.9% | $2,596-64.9% |
| Participant deferral / active EE | $1,572 | $2,961-46.9% | $3,976-60.5% | $4,274-63.2% |
| Admin fee / account holder | $7,595 | $4,132+83.8% | $6,100+24.5% | $7,775-2.3% |