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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 | $81,457-40.2% | $103,378-52.8% | $80,911-39.7% |
| Participation rate | 18.4% | 66.8%-48.4pp | 74.5%-56.1pp | 67.6%-49.2pp |
| Annual return | 10.85% | 25.58%-14.7pp | 24.91%-14.1pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,182 | $3,107-62.0% | $3,870-69.5% | $2,756-57.1% |
| Participant deferral / active EE | $2,755 | $3,871-28.8% | $5,058-45.5% | $4,297-35.9% |
| Admin fee / account holder | $30,066 | $6,717+347.6% | $8,401+257.9% | $6,935+333.6% |