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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 | $51,310 | $45,082+13.8% | $69,464-26.1% | $72,975-29.7% |
| Participation rate | 23.1% | 68.5%-45.4pp | 74.6%-51.5pp | 69.5%-46.4pp |
| Annual return | 18.46% | 22.66%-4.2pp | 28.98%-10.5pp | 81.01%-62.6pp |
| Employer contribution / active EE | $467 | $2,055-77.3% | $2,779-83.2% | $2,440-80.9% |
| Participant deferral / active EE | $1,493 | $2,604-42.7% | $3,536-57.8% | $3,608-58.6% |
| Admin fee / account holder | $11,371 | $3,057+272.0% | $3,840+196.1% | $5,124+121.9% |