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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 | $56,764 | $56,438+0.6% | $76,872-26.2% | $71,511-20.6% |
| Participation rate | 45.2% | 64.3%-19.1pp | 69.6%-24.4pp | 67.9%-22.7pp |
| Annual return | 15.97% | 19.05%-3.1pp | 37.90%-21.9pp | 28.86%-12.9pp |
| Employer contribution / active EE | $1,144 | $1,864-38.6% | $2,533-54.8% | $2,589-55.8% |
| Participant deferral / active EE | $2,201 | $3,136-29.8% | $3,832-42.6% | $4,291-48.7% |
| Admin fee / account holder | $6,662 | $1,430+365.8% | $5,476+21.7% | $1,588+319.4% |