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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 | $47,950 | $81,504-41.2% | $102,437-53.2% | $80,959-40.8% |
| Participation rate | 51.7% | 66.9%-15.1pp | 74.5%-22.8pp | 67.7%-15.9pp |
| Annual return | 25.30% | 25.60%-0.3pp | 24.95%+0.4pp | 35.67%-10.4pp |
| Employer contribution / active EE | $2,083 | $3,104-32.9% | $3,871-46.2% | $2,757-24.5% |
| Participant deferral / active EE | $4,745 | $3,871+22.6% | $5,060-6.2% | $4,300+10.3% |
| Admin fee / account holder | $700 | $6,719-89.6% | $8,388-91.7% | $6,925-89.9% |