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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 | $47,890 | $45,343+5.6% | $150,298-68.1% | $67,986-29.6% |
| Participation rate | 27.7% | 51.9%-24.2pp | 77.8%-50.1pp | 57.2%-29.5pp |
| Annual return | 12.41% | 33.28%-20.9pp | 62.79%-50.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $337 | $1,462-76.9% | $4,154-91.9% | $2,019-83.3% |
| Participant deferral / active EE | $884 | $2,055-57.0% | $5,453-83.8% | $3,358-73.7% |
| Admin fee / account holder | $5,772 | $2,250+156.5% | $14,116-59.1% | $3,203+80.2% |