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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 | $56,037 | $39,132+43.2% | $57,196-2.0% | $62,881-10.9% |
| Participation rate | 56.9% | 70.5%-13.6pp | 75.3%-18.4pp | 69.3%-12.4pp |
| Annual return | 5.70% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,313 | $1,874-29.9% | $2,683-51.1% | $2,281-42.4% |
| Participant deferral / active EE | $2,632 | $2,374+10.8% | $3,096-15.0% | $3,203-17.8% |
| Admin fee / account holder | $2,065 | $2,594-20.4% | $3,141-34.2% | $4,296-51.9% |