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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 | $42,755 | $81,331-47.4% | $155,534-72.5% | $80,935-47.2% |
| Participation rate | 45.5% | 66.3%-20.8pp | 78.2%-32.8pp | 67.7%-22.2pp |
| Annual return | 14.75% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,889 | $3,105-39.2% | $4,675-59.6% | $2,757-31.5% |
| Participant deferral / active EE | $3,863 | $3,454+11.8% | $5,630-31.4% | $4,299-10.2% |
| Admin fee / account holder | $30,469 | $7,999+280.9% | $15,900+91.6% | $6,924+340.0% |