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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 | $37,454 | $49,249-24.0% | $70,476-46.9% | $79,852-53.1% |
| Participation rate | 69.6% | 69.2%+0.4pp | 75.1%-5.5pp | 69.6%-0.1pp |
| Annual return | 7.12% | 30.09%-23.0pp | 109.12%-102.0pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,186 | $2,100-43.5% | $2,738-56.7% | $2,471-52.0% |
| Participant deferral / active EE | $2,275 | $2,769-17.9% | $3,710-38.7% | $3,740-39.2% |
| Admin fee / account holder | $5,871 | $2,878+104.0% | $3,847+52.6% | $5,306+10.6% |