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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 | $47,220 | $40,275+17.2% | $57,356-17.7% | $59,633-20.8% |
| Participation rate | 35.6% | 69.1%-33.5pp | 75.1%-39.5pp | 68.7%-33.1pp |
| Annual return | 5.50% | 27.52%-22.0pp | 24.41%-18.9pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $517 | $1,921-73.1% | $2,689-80.8% | $2,203-76.5% |
| Participant deferral / active EE | $868 | $2,400-63.8% | $3,162-72.5% | $3,192-72.8% |
| Admin fee / account holder | $4,099 | $2,820+45.3% | $3,357+22.1% | $4,297-4.6% |