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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 | $45,750 | $60,776-24.7% | $85,693-46.6% | $79,393-42.4% |
| Participation rate | 47.2% | 62.1%-14.9pp | 69.9%-22.7pp | 70.7%-23.5pp |
| Annual return | 13.62% | 16.57%-2.9pp | 21.49%-7.9pp | 116.87%-103.2pp |
| Employer contribution / active EE | $1,084 | $1,663-34.8% | $2,618-58.6% | $2,428-55.4% |
| Participant deferral / active EE | $3,724 | $2,919+27.6% | $3,923-5.1% | $4,046-7.9% |
| Admin fee / account holder | $1,678 | $438+282.7% | $6,874-75.6% | $627+167.8% |