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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 | $56,652 | $62,146-8.8% | $81,438-30.4% | $74,546-24.0% |
| Participation rate | 51.5% | 64.1%-12.6pp | 69.5%-18.1pp | 67.2%-15.8pp |
| Annual return | 14.18% | 16.49%-2.3pp | 24.74%-10.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,263 | $1,883-32.9% | $2,460-48.7% | $2,624-51.9% |
| Participant deferral / active EE | $3,208 | $3,229-0.7% | $3,883-17.4% | $4,347-26.2% |
| Admin fee / account holder | $4,314 | $1,922+124.5% | $5,764-25.1% | $1,944+122.0% |