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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 | $46,186 | $43,730+5.6% | $121,220-61.9% | $64,173-28.0% |
| Participation rate | 51.9% | 58.3%-6.4pp | 71.8%-19.8pp | 69.6%-17.6pp |
| Annual return | 11.16% | 68.94%-57.8pp | 16.94%-5.8pp | 7.63%+3.5pp |
| Employer contribution / active EE | $968 | $1,297-25.3% | $4,023-75.9% | $2,381-59.3% |
| Participant deferral / active EE | $1,465 | $2,281-35.8% | $3,345-56.2% | $3,470-57.8% |
| Admin fee / account holder | $379 | $3,502-89.2% | $5,021-92.4% | $4,887-92.2% |