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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 | $48,294 | $22,602+113.7% | $65,566-26.3% | $75,173-35.8% |
| Participation rate | 14.3% | 63.1%-48.8pp | 64.9%-50.6pp | 67.2%-52.9pp |
| Annual return | 18.91% | 71.13%-52.2pp | 47.40%-28.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $557 | $941-40.9% | $1,692-67.1% | $2,671-79.2% |
| Participant deferral / active EE | $1,327 | $1,695-21.7% | $2,832-53.2% | $4,126-67.8% |
| Admin fee / account holder | $4,695 | $1,877+150.1% | $4,114+14.1% | $5,651-16.9% |