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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 | $46,066 | $69,518-33.7% | $59,883-23.1% | $135,382-66.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | 4.82% | 7.95%-3.1pp | 3.46%+1.4pp | 519.77%-515.0pp |
| Employer contribution / active EE | $2,512 | $3,235-22.3% | $2,722-7.7% | $4,779-47.4% |
| Participant deferral / active EE | $5,117 | $4,204+21.7% | $3,402+50.4% | $5,609-8.8% |
| Admin fee / account holder | $367 | $5,734-93.6% | $3,591-89.8% | $10,829-96.6% |