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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 | $48,943 | $35,183+39.1% | $73,550-33.5% | $70,126-30.2% |
| Participation rate | 51.6% | 42.9%+8.6pp | 54.9%-3.3pp | 69.5%-18.0pp |
| Annual return | 14.26% | 26.90%-12.6pp | -15.16%+29.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,013 | $709+42.9% | $1,219-16.9% | $2,343-56.8% |
| Participant deferral / active EE | $2,003 | $1,220+64.2% | $1,804+11.0% | $3,332-39.9% |
| Admin fee / account holder | $15,949 | $2,302+592.8% | $2,320+587.5% | $4,645+243.3% |