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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 | $27,556 | $56,134-50.9% | $96,171-71.3% | $85,847-67.9% |
| Participation rate | 45.8% | 56.7%-10.9pp | 68.4%-22.6pp | 69.3%-23.5pp |
| Annual return | 12.84% | 42.30%-29.5pp | 192.04%-179.2pp | 318.61%-305.8pp |
| Employer contribution / active EE | $856 | $1,620-47.2% | $2,799-69.4% | $2,565-66.6% |
| Participant deferral / active EE | $1,393 | $2,858-51.2% | $4,350-68.0% | $3,952-64.8% |
| Admin fee / account holder | $4,422 | $3,769+17.3% | $5,538-20.2% | $6,261-29.4% |