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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 | $47,118 | $45,900+2.7% | $94,057-49.9% | $64,340-26.8% |
| Participation rate | 11.4% | 50.6%-39.2pp | 73.3%-62.0pp | 55.2%-43.9pp |
| Annual return | 18.19% | 50.47%-32.3pp | 480.62%-462.4pp | 24.14%-6.0pp |
| Employer contribution / active EE | $853 | $1,612-47.1% | $2,933-70.9% | $1,862-54.2% |
| Participant deferral / active EE | $1,079 | $2,102-48.7% | $4,709-77.1% | $2,980-63.8% |
| Admin fee / account holder | $2,225 | $3,143-29.2% | $7,244-69.3% | $3,703-39.9% |