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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 | $47,135 | $40,264+17.1% | $57,349-17.8% | $59,633-21.0% |
| Participation rate | 25.6% | 69.2%-43.6pp | 75.1%-49.5pp | 68.7%-43.1pp |
| Annual return | 1.94% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $693 | $1,922-63.9% | $2,689-74.2% | $2,203-68.5% |
| Participant deferral / active EE | $1,707 | $2,400-28.9% | $3,162-46.0% | $3,192-46.5% |
| Admin fee / account holder | $25,408 | $2,819+801.2% | $3,356+657.0% | $4,297+491.3% |