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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 | $47,243 | $57,073-17.2% | $85,126-44.5% | $80,925-41.6% |
| Participation rate | 55.2% | 56.4%-1.2pp | 67.5%-12.4pp | 67.7%-12.5pp |
| Annual return | 14.04% | 21.69%-7.7pp | 66.63%-52.6pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,268 | $1,801-29.6% | $2,731-53.6% | $2,756-54.0% |
| Participant deferral / active EE | $1,923 | $3,113-38.2% | $4,523-57.5% | $4,299-55.3% |
| Admin fee / account holder | $6,673 | $4,988+33.8% | $6,160+8.3% | $6,940-3.9% |