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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 | $47,986 | $48,011-0.1% | $63,803-24.8% | $82,637-41.9% |
| Participation rate | 44.7% | 66.6%-21.9pp | 72.7%-28.0pp | 68.1%-23.4pp |
| Annual return | 14.20% | 19.84%-5.6pp | 543.72%-529.5pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,746 | $1,904-8.3% | $2,532-31.0% | $2,552-31.6% |
| Participant deferral / active EE | $1,486 | $2,846-47.8% | $3,843-61.3% | $4,126-64.0% |
| Admin fee / account holder | $3,716 | $3,873-4.1% | $5,196-28.5% | $7,339-49.4% |