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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 | $44,341 | $77,908-43.1% | $149,696-70.4% | $75,173-41.0% |
| Participation rate | 58.0% | 65.6%-7.6pp | 78.8%-20.8pp | 67.2%-9.2pp |
| Annual return | 15.23% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $948 | $3,138-69.8% | $4,821-80.3% | $2,671-64.5% |
| Participant deferral / active EE | $1,793 | $3,411-47.4% | $5,682-68.4% | $4,126-56.6% |
| Admin fee / account holder | $9,075 | $5,950+52.5% | $13,212-31.3% | $5,651+60.6% |