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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 | $32,516 | $54,541-40.4% | $78,778-58.7% | $70,126-53.6% |
| Participation rate | 49.0% | 60.8%-11.8pp | 69.2%-20.2pp | 69.5%-20.6pp |
| Annual return | 21.15% | 21.07%+0.1pp | 35.62%-14.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $379 | $1,089-65.1% | $1,986-80.9% | $2,343-83.8% |
| Participant deferral / active EE | $2,531 | $2,210+14.5% | $2,958-14.4% | $3,332-24.0% |
| Admin fee / account holder | $14,310 | $3,709+285.9% | $5,134+178.7% | $4,645+208.0% |