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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 | $53,996 | $43,344+24.6% | $59,899-9.9% | $64,173-15.9% |
| Participation rate | 56.4% | 69.2%-12.7pp | 74.7%-18.3pp | 69.6%-13.2pp |
| Annual return | 10.96% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,298 | $2,030-36.1% | $2,723-52.3% | $2,381-45.5% |
| Participant deferral / active EE | $3,840 | $2,547+50.7% | $3,402+12.9% | $3,470+10.7% |
| Admin fee / account holder | $23,595 | $3,008+684.4% | $3,592+556.8% | $4,887+382.8% |