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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 | $47,077 | $45,079+4.4% | $69,461-32.2% | $72,983-35.5% |
| Participation rate | 61.9% | 68.5%-6.6pp | 74.6%-12.7pp | 69.5%-7.6pp |
| Annual return | 19.04% | 22.65%-3.6pp | 28.97%-9.9pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,171 | $2,055-43.0% | $2,779-57.9% | $2,440-52.0% |
| Participant deferral / active EE | $3,952 | $2,603+51.8% | $3,536+11.8% | $3,608+9.5% |
| Admin fee / account holder | $1,130 | $3,056-63.0% | $3,840-70.6% | $5,124-77.9% |