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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 | $46,933 | $54,573-14.0% | $90,970-48.4% | $73,497-36.1% |
| Participation rate | 53.5% | 61.2%-7.7pp | 69.0%-15.5pp | 70.7%-17.2pp |
| Annual return | 19.11% | 16.69%+2.4pp | 134.60%-115.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,697 | $991+71.2% | $2,122-20.0% | $2,270-25.2% |
| Participant deferral / active EE | $3,206 | $2,517+27.4% | $3,373-5.0% | $3,740-14.3% |
| Admin fee / account holder | $4,316 | $521+727.6% | $5,961-27.6% | $513+741.1% |