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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 | $65,522 | $45,050+45.4% | $63,018+4.0% | $70,126-6.6% |
| Participation rate | 53.3% | 69.5%-16.2pp | 74.8%-21.5pp | 69.5%-16.2pp |
| Annual return | 19.55% | 18.76%+0.8pp | 87.62%-68.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,179 | $2,052-42.5% | $2,761-57.3% | $2,343-49.7% |
| Participant deferral / active EE | $2,964 | $2,466+20.2% | $3,330-11.0% | $3,332-11.0% |
| Admin fee / account holder | $2,675 | $2,834-5.6% | $3,601-25.7% | $4,645-42.4% |