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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 | $49,748 | $49,255+1.0% | $70,494-29.4% | $79,856-37.7% |
| Participation rate | 52.0% | 69.2%-17.2pp | 75.1%-23.1pp | 69.6%-17.6pp |
| Annual return | 13.00% | 30.10%-17.1pp | 109.16%-96.2pp | 31.71%-18.7pp |
| Employer contribution / active EE | $435 | $2,100-79.3% | $2,738-84.1% | $2,471-82.4% |
| Participant deferral / active EE | $2,127 | $2,768-23.2% | $3,711-42.7% | $3,741-43.1% |
| Admin fee / account holder | $1,044 | $2,879-63.7% | $3,848-72.9% | $5,306-80.3% |