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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 | $81,446-41.1% | $103,374-53.6% | $80,874-40.7% |
| Participation rate | 51.7% | 66.9%-15.1pp | 74.5%-22.8pp | 67.6%-15.9pp |
| Annual return | 25.30% | 25.57%-0.3pp | 24.89%+0.4pp | 35.62%-10.3pp |
| Employer contribution / active EE | $2,083 | $3,107-33.0% | $3,869-46.2% | $2,756-24.4% |
| Participant deferral / active EE | $4,745 | $3,870+22.6% | $5,058-6.2% | $4,297+10.4% |
| Admin fee / account holder | $700 | $6,715-89.6% | $8,394-91.7% | $6,935-89.9% |