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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 | $46,464+23.5% | $150,298-61.8% | $79,634-27.9% |
| Participation rate | 32.3% | 57.0%-24.7pp | 77.8%-45.5pp | 62.5%-30.2pp |
| Annual return | 14.59% | 27.89%-13.3pp | 62.79%-48.2pp | 36.46%-21.9pp |
| Employer contribution / active EE | $647 | $1,512-57.2% | $4,154-84.4% | $2,529-74.4% |
| Participant deferral / active EE | $1,273 | $2,157-41.0% | $5,453-76.6% | $3,835-66.8% |
| Admin fee / account holder | $3,197 | $891+258.9% | $14,116-77.4% | $1,002+219.1% |