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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 | $42,345 | $40,263+5.2% | $57,347-26.2% | $59,632-29.0% |
| Participation rate | 58.9% | 69.2%-10.2pp | 75.1%-16.1pp | 68.7%-9.7pp |
| Annual return | 0.84% | 27.50%-26.7pp | 24.40%-23.6pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $1,092 | $1,922-43.2% | $2,689-59.4% | $2,203-50.4% |
| Participant deferral / active EE | $4,530 | $2,400+88.8% | $3,162+43.3% | $3,192+41.9% |
| Admin fee / account holder | $7,735 | $2,819+174.4% | $3,356+130.5% | $4,297+80.0% |