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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 | $47,242 | $50,554-6.6% | $67,681-30.2% | $87,485-46.0% |
| Participation rate | 54.8% | 67.7%-12.9pp | 73.7%-18.9pp | 68.9%-14.1pp |
| Annual return | 15.46% | 17.81%-2.3pp | 590.58%-575.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,596 | $1,988-19.7% | $2,678-40.4% | $2,596-38.5% |
| Participant deferral / active EE | $4,645 | $2,961+56.8% | $3,976+16.8% | $4,274+8.7% |
| Admin fee / account holder | $10,956 | $4,132+165.1% | $6,100+79.6% | $7,775+40.9% |