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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 | $43,496+10.1% | $161,489-70.3% | $64,340-25.6% |
| Participation rate | 27.7% | 53.5%-25.8pp | 78.7%-51.0pp | 55.2%-27.6pp |
| Annual return | 12.41% | 20.76%-8.3pp | 89.72%-77.3pp | 24.14%-11.7pp |
| Employer contribution / active EE | $337 | $1,431-76.4% | $4,268-92.1% | $1,862-81.9% |
| Participant deferral / active EE | $884 | $1,996-55.7% | $5,630-84.3% | $2,980-70.3% |
| Admin fee / account holder | $5,772 | $2,330+147.7% | $16,006-63.9% | $3,703+55.9% |