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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 | $58,142 | $45,050+29.1% | $63,018-7.7% | $70,126-17.1% |
| Participation rate | 29.3% | 69.5%-40.2pp | 74.8%-45.5pp | 69.5%-40.3pp |
| Annual return | 14.19% | 18.76%-4.6pp | 87.62%-73.4pp | 73.15%-59.0pp |
| Employer contribution / active EE | $605 | $2,052-70.5% | $2,761-78.1% | $2,343-74.2% |
| Participant deferral / active EE | $1,411 | $2,466-42.8% | $3,330-57.6% | $3,332-57.6% |
| Admin fee / account holder | $2,523 | $2,834-11.0% | $3,601-29.9% | $4,645-45.7% |