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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 | $56,889 | $55,902+1.8% | $76,030-25.2% | $80,959-29.7% |
| Participation rate | 46.2% | 62.1%-15.9pp | 69.1%-22.9pp | 67.7%-21.5pp |
| Annual return | 13.77% | 20.59%-6.8pp | 361.54%-347.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,173 | $1,867-37.2% | $2,688-56.4% | $2,757-57.5% |
| Participant deferral / active EE | $3,940 | $3,051+29.2% | $4,257-7.4% | $4,300-8.4% |
| Admin fee / account holder | $3,751 | $5,239-28.4% | $6,421-41.6% | $6,925-45.8% |