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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 | $39,022 | $65,364-40.3% | $92,909-58.0% | $72,975-46.5% |
| Participation rate | 48.4% | 68.3%-19.9pp | 76.0%-27.6pp | 69.5%-21.1pp |
| Annual return | 45.99% | 42.11%+3.9pp | 109.44%-63.4pp | 81.01%-35.0pp |
| Employer contribution / active EE | $1,445 | $2,594-44.3% | $3,653-60.5% | $2,440-40.8% |
| Participant deferral / active EE | $2,852 | $3,128-8.8% | $4,238-32.7% | $3,608-20.9% |
| Admin fee / account holder | $5,439 | $4,251+27.9% | $5,795-6.1% | $5,124+6.1% |