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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 | $56,139 | $54,541+2.9% | $78,778-28.7% | $70,126-19.9% |
| Participation rate | 47.2% | 60.8%-13.6pp | 69.2%-22.0pp | 69.5%-22.4pp |
| Annual return | 14.12% | 21.07%-7.0pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $423 | $1,089-61.2% | $1,986-78.7% | $2,343-81.9% |
| Participant deferral / active EE | $2,019 | $2,210-8.7% | $2,958-31.8% | $3,332-39.4% |
| Admin fee / account holder | $4,546 | $3,709+22.6% | $5,134-11.5% | $4,645-2.1% |