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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 | $45,911 | $117,846-61.0% | $102,434-55.2% | $145,884-68.5% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 13.37% | 31.90%-18.5pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,047 | $3,615-43.4% | $3,023-32.3% | $4,662-56.1% |
| Participant deferral / active EE | $5,002 | $5,733-12.7% | $5,055-1.0% | $6,690-25.2% |
| Admin fee / account holder | $9,671 | $13,356-27.6% | $9,462+2.2% | $13,392-27.8% |