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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 | $43,749+11.3% | $158,223-69.2% | $65,306-25.5% |
| Participation rate | 30.3% | 56.9%-26.6pp | 79.2%-48.9pp | 57.7%-27.4pp |
| Annual return | 12.37% | 19.41%-7.0pp | 52.09%-39.7pp | 21.94%-9.6pp |
| Employer contribution / active EE | $376 | $1,497-74.9% | $4,109-90.9% | $1,967-80.9% |
| Participant deferral / active EE | $1,575 | $2,019-22.0% | $5,467-71.2% | $2,959-46.8% |
| Admin fee / account holder | $6,690 | $1,930+246.6% | $16,047-58.3% | $3,480+92.2% |