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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 | $49,399 | $49,255+0.3% | $70,494-29.9% | $79,856-38.1% |
| Participation rate | 61.5% | 69.2%-7.6pp | 75.1%-13.5pp | 69.6%-8.1pp |
| Annual return | 9.20% | 30.10%-20.9pp | 109.16%-100.0pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,165 | $2,100-44.5% | $2,738-57.5% | $2,471-52.9% |
| Participant deferral / active EE | $1,165 | $2,768-57.9% | $3,711-68.6% | $3,741-68.9% |
| Admin fee / account holder | $1,302 | $2,879-54.8% | $3,848-66.2% | $5,306-75.5% |