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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 | $51,801 | $46,599+11.2% | $64,101-19.2% | $75,173-31.1% |
| Participation rate | 39.7% | 65.9%-26.2pp | 72.3%-32.6pp | 67.2%-27.5pp |
| Annual return | 17.93% | 26.06%-8.1pp | 33.72%-15.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $461 | $1,975-76.7% | $2,749-83.2% | $2,671-82.7% |
| Participant deferral / active EE | $1,176 | $2,837-58.6% | $3,881-69.7% | $4,126-71.5% |
| Admin fee / account holder | $2,311 | $2,956-21.8% | $3,070-24.7% | $5,651-59.1% |