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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 | $47,277 | $48,364-2.2% | $71,796-34.2% | $62,881-24.8% |
| Participation rate | 64.1% | 60.6%+3.5pp | 69.1%-5.0pp | 69.3%-5.2pp |
| Annual return | 6.58% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,414 | $1,042+35.7% | $1,924-26.5% | $2,281-38.0% |
| Participant deferral / active EE | $2,133 | $2,091+2.0% | $2,794-23.7% | $3,203-33.4% |
| Admin fee / account holder | $5,748 | $3,771+52.4% | $4,815+19.4% | $4,296+33.8% |