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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 | $61,956 | $54,541+13.6% | $78,778-21.4% | $70,126-11.6% |
| Participation rate | 43.6% | 60.8%-17.2pp | 69.2%-25.6pp | 69.5%-26.0pp |
| Annual return | 18.70% | 21.07%-2.4pp | 35.62%-16.9pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,161 | $1,089+6.6% | $1,986-41.6% | $2,343-50.5% |
| Participant deferral / active EE | $2,133 | $2,210-3.5% | $2,958-27.9% | $3,332-36.0% |
| Admin fee / account holder | $9,268 | $3,709+149.9% | $5,134+80.5% | $4,645+99.5% |