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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 | $54,734 | $40,275+35.9% | $57,356-4.6% | $59,633-8.2% |
| Participation rate | 47.5% | 69.1%-21.6pp | 75.1%-27.6pp | 68.7%-21.2pp |
| Annual return | 3.66% | 27.52%-23.9pp | 24.41%-20.7pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $1,686 | $1,921-12.2% | $2,689-37.3% | $2,203-23.5% |
| Participant deferral / active EE | $977 | $2,400-59.3% | $3,162-69.1% | $3,192-69.4% |
| Admin fee / account holder | $5,195 | $2,820+84.2% | $3,357+54.8% | $4,297+20.9% |