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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 | $44,436 | $51,708-14.1% | $106,619-58.3% | $62,881-29.3% |
| Participation rate | 54.8% | 66.9%-12.0pp | 78.0%-23.2pp | 69.3%-14.5pp |
| Annual return | 7.12% | 4.69%+2.4pp | 9.42%-2.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,226 | $1,764+82.9% | $3,947-18.3% | $2,281+41.4% |
| Participant deferral / active EE | $2,264 | $2,315-2.2% | $3,930-42.4% | $3,203-29.3% |
| Admin fee / account holder | $25,150 | $3,349+651.0% | $6,418+291.9% | $4,296+485.5% |