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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 | $49,371 | $50,554-2.3% | $67,681-27.1% | $87,485-43.6% |
| Participation rate | 55.6% | 67.7%-12.2pp | 73.7%-18.2pp | 68.9%-13.4pp |
| Annual return | 17.93% | 17.81%+0.1pp | 590.58%-572.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $696 | $1,988-65.0% | $2,678-74.0% | $2,596-73.2% |
| Participant deferral / active EE | $4,057 | $2,961+37.0% | $3,976+2.0% | $4,274-5.1% |
| Admin fee / account holder | $1,005 | $4,132-75.7% | $6,100-83.5% | $7,775-87.1% |