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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 | $46,872 | $104,251-55.0% | $91,004-48.5% | $147,585-68.2% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 12.94% | 27.06%-14.1pp | 4.60%+8.3pp | 578.57%-565.6pp |
| Employer contribution / active EE | $823 | $3,116-73.6% | $2,456-66.5% | $4,876-83.1% |
| Participant deferral / active EE | $2,279 | $4,195-45.7% | $3,548-35.8% | $5,439-58.1% |
| Admin fee / account holder | $15,102 | $8,948+68.8% | $5,417+178.8% | $10,885+38.7% |