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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 | $53,516 | $86,050-37.8% | $189,758-71.8% | $94,015-43.1% |
| Participation rate | 69.7% | 68.9%+0.8pp | 79.8%-10.1pp | 70.8%-1.1pp |
| Annual return | 11.19% | 17.77%-6.6pp | 52.62%-41.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $645 | $2,819-77.1% | $4,767-86.5% | $2,790-76.9% |
| Participant deferral / active EE | $2,409 | $3,349-28.1% | $5,856-58.9% | $4,249-43.3% |
| Admin fee / account holder | $11,583 | $6,627+74.8% | $20,388-43.2% | $8,951+29.4% |