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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 | $46,735 | $43,730+6.9% | $121,220-61.4% | $64,173-27.2% |
| Participation rate | 43.3% | 58.3%-15.0pp | 71.8%-28.4pp | 69.6%-26.2pp |
| Annual return | 9.03% | 68.94%-59.9pp | 16.94%-7.9pp | 7.63%+1.4pp |
| Employer contribution / active EE | $403 | $1,297-68.9% | $4,023-90.0% | $2,381-83.1% |
| Participant deferral / active EE | $1,570 | $2,281-31.2% | $3,345-53.1% | $3,470-54.8% |
| Admin fee / account holder | $1,651 | $3,502-52.9% | $5,021-67.1% | $4,887-66.2% |