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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 | $48,666 | $55,453-12.2% | $170,435-71.4% | $62,293-21.9% |
| Participation rate | 35.6% | 66.4%-30.8pp | 83.6%-48.0pp | 69.5%-33.9pp |
| Annual return | 23.83% | 21.38%+2.5pp | 205.94%-182.1pp | 28.90%-5.1pp |
| Employer contribution / active EE | $638 | $2,164-70.5% | $5,432-88.2% | $2,042-68.7% |
| Participant deferral / active EE | $1,141 | $2,303-50.4% | $4,939-76.9% | $3,169-64.0% |
| Admin fee / account holder | $1,337 | $455+193.7% | $13,881-90.4% | $479+178.9% |