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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 | $54,118 | $49,976+8.3% | $66,674-18.8% | $82,637-34.5% |
| Participation rate | 54.8% | 63.1%-8.3pp | 73.7%-18.8pp | 68.1%-13.2pp |
| Annual return | 15.99% | 39.09%-23.1pp | 321.24%-305.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,074 | $1,988-46.0% | $2,620-59.0% | $2,552-57.9% |
| Participant deferral / active EE | $3,041 | $2,847+6.8% | $4,084-25.5% | $4,126-26.3% |
| Admin fee / account holder | $3,219 | $4,594-29.9% | $5,098-36.9% | $7,339-56.1% |