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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 | $48,752 | $81,504-40.2% | $102,437-52.4% | $80,959-39.8% |
| Participation rate | 18.4% | 66.9%-48.4pp | 74.5%-56.1pp | 67.7%-49.2pp |
| Annual return | 10.85% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,182 | $3,104-61.9% | $3,871-69.5% | $2,757-57.1% |
| Participant deferral / active EE | $2,755 | $3,871-28.8% | $5,060-45.6% | $4,300-35.9% |
| Admin fee / account holder | $30,066 | $6,719+347.4% | $8,388+258.4% | $6,925+334.1% |