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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 | $61,017 | $45,079+35.4% | $69,461-12.2% | $72,983-16.4% |
| Participation rate | 53.3% | 68.5%-15.2pp | 74.6%-21.3pp | 69.5%-16.2pp |
| Annual return | 43.73% | 22.65%+21.1pp | 28.97%+14.8pp | 81.01%-37.3pp |
| Employer contribution / active EE | $1,374 | $2,055-33.1% | $2,779-50.6% | $2,440-43.7% |
| Participant deferral / active EE | $2,744 | $2,603+5.4% | $3,536-22.4% | $3,608-23.9% |
| Admin fee / account holder | $8,807 | $3,056+188.2% | $3,840+129.4% | $5,124+71.9% |