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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 | $45,859 | $54,757-16.2% | $90,304-49.2% | $72,975-37.2% |
| Participation rate | 51.5% | 65.2%-13.6pp | 73.3%-21.8pp | 69.5%-18.0pp |
| Annual return | 35.04% | 30.63%+4.4pp | 78.13%-43.1pp | 81.01%-46.0pp |
| Employer contribution / active EE | $1,373 | $2,093-34.4% | $2,855-51.9% | $2,440-43.7% |
| Participant deferral / active EE | $2,354 | $2,887-18.5% | $3,885-39.4% | $3,608-34.7% |
| Admin fee / account holder | $1,517 | $3,973-61.8% | $5,354-71.7% | $5,124-70.4% |