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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 | $47,059 | $45,050+4.5% | $63,018-25.3% | $70,126-32.9% |
| Participation rate | 61.8% | 69.5%-7.7pp | 74.8%-13.0pp | 69.5%-7.8pp |
| Annual return | 14.70% | 18.76%-4.1pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,444 | $2,052-29.6% | $2,761-47.7% | $2,343-38.4% |
| Participant deferral / active EE | $1,536 | $2,466-37.7% | $3,330-53.9% | $3,332-53.9% |
| Admin fee / account holder | $5,791 | $2,834+104.3% | $3,601+60.8% | $4,645+24.7% |