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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 | $50,970 | $84,236-39.5% | $170,435-70.1% | $70,126-27.3% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 13.32% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $834 | $3,387-75.4% | $5,432-84.6% | $2,343-64.4% |
| Participant deferral / active EE | $2,523 | $3,086-18.2% | $4,939-48.9% | $3,332-24.3% |
| Admin fee / account holder | $9,308 | $5,698+63.3% | $13,881-32.9% | $4,645+100.4% |