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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 | $47,584 | $43,344+9.8% | $59,899-20.6% | $64,173-25.9% |
| Participation rate | 33.3% | 69.2%-35.8pp | 74.7%-41.4pp | 69.6%-36.2pp |
| Annual return | 12.01% | -1.55%+13.6pp | 3.46%+8.5pp | 7.63%+4.4pp |
| Employer contribution / active EE | $877 | $2,030-56.8% | $2,723-67.8% | $2,381-63.2% |
| Participant deferral / active EE | $877 | $2,547-65.6% | $3,402-74.2% | $3,470-74.7% |
| Admin fee / account holder | $541 | $3,008-82.0% | $3,592-84.9% | $4,887-88.9% |