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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 | $50,126 | $49,138+2.0% | $84,023-40.3% | $65,186-23.1% |
| Participation rate | 43.8% | 60.7%-17.0pp | 69.0%-25.3pp | 70.2%-26.5pp |
| Annual return | 54.02% | 23.00%+31.0pp | 71.32%-17.3pp | 29.39%+24.6pp |
| Employer contribution / active EE | $450 | $914-50.7% | $1,984-77.3% | $2,177-79.3% |
| Participant deferral / active EE | $2,167 | $2,397-9.6% | $3,239-33.1% | $3,514-38.3% |
| Admin fee / account holder | $3,997 | $543+635.7% | $6,102-34.5% | $847+371.8% |