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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 | $57,403 | $36,002+59.4% | $161,489-64.5% | $64,728-11.3% |
| Participation rate | 32.3% | 57.4%-25.2pp | 78.7%-46.4pp | 57.9%-25.6pp |
| Annual return | 14.59% | 33.93%-19.3pp | 89.72%-75.1pp | 49.38%-34.8pp |
| Employer contribution / active EE | $647 | $1,380-53.1% | $4,268-84.8% | $2,243-71.2% |
| Participant deferral / active EE | $1,273 | $1,815-29.8% | $5,630-77.4% | $2,729-53.4% |
| Admin fee / account holder | $3,197 | $931+243.5% | $16,006-80.0% | $1,145+179.2% |