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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 | $48,906 | $50,554-3.3% | $67,681-27.7% | $87,485-44.1% |
| Participation rate | 37.5% | 67.7%-30.2pp | 73.7%-36.2pp | 68.9%-31.4pp |
| Annual return | 13.29% | 17.81%-4.5pp | 590.58%-577.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,462 | $1,988-26.5% | $2,678-45.4% | $2,596-43.7% |
| Participant deferral / active EE | $3,063 | $2,961+3.4% | $3,976-23.0% | $4,274-28.3% |
| Admin fee / account holder | $5,963 | $4,132+44.3% | $6,100-2.2% | $7,775-23.3% |