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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 | $41,016+18.7% | $152,093-68.0% | $64,097-24.1% |
| Participation rate | 30.3% | 51.3%-21.1pp | 77.8%-47.5pp | 55.2%-24.9pp |
| Annual return | 12.37% | 39.60%-27.2pp | 66.36%-54.0pp | 34.64%-22.3pp |
| Employer contribution / active EE | $376 | $1,342-72.0% | $4,175-91.0% | $1,891-80.1% |
| Participant deferral / active EE | $1,575 | $1,927-18.3% | $5,451-71.1% | $3,080-48.9% |
| Admin fee / account holder | $6,690 | $2,305+190.2% | $14,497-53.9% | $3,454+93.6% |