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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 | $57,057-17.2% | $85,009-44.4% | $80,874-41.6% |
| Participation rate | 55.2% | 56.4%-1.2pp | 67.5%-12.3pp | 67.6%-12.5pp |
| Annual return | 14.04% | 21.66%-7.6pp | 66.47%-52.4pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,268 | $1,799-29.5% | $2,728-53.5% | $2,756-54.0% |
| Participant deferral / active EE | $1,923 | $3,112-38.2% | $4,522-57.5% | $4,297-55.2% |
| Admin fee / account holder | $6,673 | $4,986+33.8% | $6,153+8.5% | $6,935-3.8% |