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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 | $41,416 | $45,079-8.1% | $69,461-40.4% | $72,986-43.3% |
| Participation rate | 53.7% | 68.5%-14.8pp | 74.6%-20.9pp | 69.5%-15.8pp |
| Annual return | 18.40% | 22.65%-4.2pp | 28.97%-10.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $939 | $2,055-54.3% | $2,779-66.2% | $2,440-61.5% |
| Participant deferral / active EE | $2,123 | $2,603-18.4% | $3,536-40.0% | $3,607-41.1% |
| Admin fee / account holder | $5,685 | $3,056+86.1% | $3,840+48.1% | $5,124+10.9% |