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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 | $43,063 | $58,627-26.5% | $76,735-43.9% | $82,448-47.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 21.45% | 39.10%-17.6pp | 29.77%-8.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,813 | $1,729+62.7% | $2,454+14.6% | $2,551+10.3% |
| Participant deferral / active EE | $4,259 | $3,134+35.9% | $4,088+4.2% | $4,139+2.9% |
| Admin fee / account holder | $1,262 | $5,323-76.3% | $7,189-82.5% | $7,234-82.6% |