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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 | $47,878 | $63,354-24.4% | $94,105-49.1% | $82,637-42.1% |
| Participation rate | 59.5% | 63.8%-4.4pp | 71.9%-12.5pp | 68.1%-8.6pp |
| Annual return | 16.34% | 34.36%-18.0pp | 204.55%-188.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $864 | $1,760-50.9% | $2,504-65.5% | $2,552-66.1% |
| Participant deferral / active EE | $3,422 | $2,873+19.1% | $3,881-11.8% | $4,126-17.1% |
| Admin fee / account holder | $9,135 | $5,073+80.1% | $6,199+47.4% | $7,339+24.5% |