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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 | $48,681 | $43,496+11.9% | $161,489-69.9% | $64,340-24.3% |
| Participation rate | 30.3% | 53.5%-23.3pp | 78.7%-48.4pp | 55.2%-25.0pp |
| Annual return | 12.37% | 20.76%-8.4pp | 89.72%-77.3pp | 24.14%-11.8pp |
| Employer contribution / active EE | $376 | $1,431-73.7% | $4,268-91.2% | $1,862-79.8% |
| Participant deferral / active EE | $1,575 | $1,996-21.1% | $5,630-72.0% | $2,980-47.2% |
| Admin fee / account holder | $6,690 | $2,330+187.1% | $16,006-58.2% | $3,703+80.7% |