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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 | $56,097 | $46,599+20.4% | $64,101-12.5% | $75,173-25.4% |
| Participation rate | 46.0% | 65.9%-19.9pp | 72.3%-26.3pp | 67.2%-21.2pp |
| Annual return | 11.71% | 26.06%-14.3pp | 33.72%-22.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $485 | $1,975-75.5% | $2,749-82.4% | $2,671-81.9% |
| Participant deferral / active EE | $2,246 | $2,837-20.8% | $3,881-42.1% | $4,126-45.6% |
| Admin fee / account holder | $4,174 | $2,956+41.2% | $3,070+35.9% | $5,651-26.1% |