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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 | $51,642+0.2% | $129,384-60.0% | $80,935-36.1% |
| Participation rate | 43.5% | 56.9%-13.4pp | 69.6%-26.2pp | 67.7%-24.2pp |
| Annual return | 13.34% | 20.78%-7.4pp | 9461.77%-9448.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,243 | $1,583-21.5% | $4,153-70.1% | $2,757-54.9% |
| Participant deferral / active EE | $2,772 | $2,670+3.8% | $4,166-33.5% | $4,299-35.5% |
| Admin fee / account holder | $8,429 | $4,312+95.5% | $7,686+9.7% | $6,924+21.7% |