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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 | $42,279 | $46,596-9.3% | $64,099-34.0% | $75,181-43.8% |
| Participation rate | 50.0% | 65.9%-15.9pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 14.94% | 26.04%-11.1pp | 33.70%-18.8pp | 160.69%-145.7pp |
| Employer contribution / active EE | $2,327 | $1,975+17.9% | $2,748-15.3% | $2,671-12.8% |
| Participant deferral / active EE | $4,478 | $2,837+57.8% | $3,881+15.4% | $4,126+8.5% |
| Admin fee / account holder | $1,707 | $2,954-42.2% | $3,070-44.4% | $5,650-69.8% |