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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 | $43,121 | $41,016+5.1% | $152,093-71.6% | $64,097-32.7% |
| Participation rate | 46.8% | 51.3%-4.6pp | 77.8%-31.0pp | 55.2%-8.4pp |
| Annual return | 15.23% | 39.60%-24.4pp | 66.36%-51.1pp | 34.64%-19.4pp |
| Employer contribution / active EE | $674 | $1,342-49.8% | $4,175-83.9% | $1,891-64.4% |
| Participant deferral / active EE | $2,388 | $1,927+23.9% | $5,451-56.2% | $3,080-22.5% |
| Admin fee / account holder | $542 | $2,305-76.5% | $14,497-96.3% | $3,454-84.3% |