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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 | $47,615 | $46,877+1.6% | $122,354-61.1% | $70,126-32.1% |
| Participation rate | 49.0% | 58.2%-9.2pp | 71.6%-22.7pp | 69.5%-20.6pp |
| Annual return | 20.33% | 24.22%-3.9pp | 30.28%-9.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $560 | $1,288-56.6% | $4,051-86.2% | $2,343-76.1% |
| Participant deferral / active EE | $1,999 | $2,167-7.8% | $3,287-39.2% | $3,332-40.0% |
| Admin fee / account holder | $4,358 | $3,324+31.1% | $5,479-20.5% | $4,645-6.2% |