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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 | $50,033 | $49,249+1.6% | $70,476-29.0% | $79,852-37.3% |
| Participation rate | 45.7% | 69.2%-23.4pp | 75.1%-29.3pp | 69.6%-23.9pp |
| Annual return | 13.04% | 30.09%-17.1pp | 109.12%-96.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $537 | $2,100-74.4% | $2,738-80.4% | $2,471-78.3% |
| Participant deferral / active EE | $1,068 | $2,769-61.4% | $3,710-71.2% | $3,740-71.4% |
| Admin fee / account holder | $5,180 | $2,878+80.0% | $3,847+34.7% | $5,306-2.4% |