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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 | $39,376 | $51,222-23.1% | $70,544-44.2% | $75,173-47.6% |
| Participation rate | 53.8% | 61.0%-7.1pp | 68.4%-14.5pp | 67.2%-13.4pp |
| Annual return | 17.32% | 30.06%-12.7pp | 32.79%-15.5pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,515 | $1,827-17.0% | $2,976-49.1% | $2,671-43.3% |
| Participant deferral / active EE | $3,511 | $2,850+23.2% | $4,568-23.2% | $4,126-14.9% |
| Admin fee / account holder | $7,547 | $4,096+84.3% | $6,427+17.4% | $5,651+33.6% |