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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 | $51,735 | $51,604+0.3% | $129,295-60.0% | $80,874-36.0% |
| Participation rate | 43.5% | 57.0%-13.5pp | 69.6%-26.1pp | 67.6%-24.2pp |
| Annual return | 13.34% | 20.76%-7.4pp | 9429.28%-9415.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,243 | $1,585-21.5% | $4,157-70.1% | $2,756-54.9% |
| Participant deferral / active EE | $2,772 | $2,670+3.8% | $4,169-33.5% | $4,297-35.5% |
| Admin fee / account holder | $8,429 | $4,310+95.6% | $7,665+10.0% | $6,935+21.5% |