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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 | $59,751 | $48,078+24.3% | $78,676-24.1% | $62,881-5.0% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 8.48% | 31.36%-22.9pp | 62.19%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $359 | $2,015-82.2% | $2,850-87.4% | $2,281-84.3% |
| Participant deferral / active EE | $1,044 | $2,587-59.6% | $3,517-70.3% | $3,203-67.4% |
| Admin fee / account holder | $9,985 | $3,206+211.4% | $4,510+121.4% | $4,296+132.4% |