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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 | $44,754 | $45,566-1.8% | $64,105-30.2% | $59,633-25.0% |
| Participation rate | 49.4% | 60.2%-10.7pp | 68.2%-18.7pp | 68.7%-19.2pp |
| Annual return | 5.28% | 4.95%+0.3pp | 791.24%-786.0pp | 2041.45%-2036.2pp |
| Employer contribution / active EE | $634 | $934-32.1% | $1,820-65.1% | $2,203-71.2% |
| Participant deferral / active EE | $1,904 | $2,057-7.4% | $2,822-32.5% | $3,192-40.3% |
| Admin fee / account holder | $4,329 | $3,268+32.5% | $4,499-3.8% | $4,297+0.7% |