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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 | $57,918 | $42,909+35.0% | $152,093-61.9% | $71,012-18.4% |
| Participation rate | 33.2% | 54.7%-21.5pp | 77.8%-44.6pp | 58.6%-25.3pp |
| Annual return | 16.49% | 30.57%-14.1pp | 66.36%-49.9pp | 37.67%-21.2pp |
| Employer contribution / active EE | $588 | $1,369-57.1% | $4,175-85.9% | $2,348-75.0% |
| Participant deferral / active EE | $1,544 | $1,904-18.9% | $5,451-71.7% | $3,246-52.4% |
| Admin fee / account holder | $1,886 | $1,014+86.0% | $14,497-87.0% | $1,167+61.6% |