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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 | $46,248 | $80,983-42.9% | $96,544-52.1% | $75,177-38.5% |
| Participation rate | 65.3% | 71.8%-6.5pp | 76.0%-10.7pp | 67.2%-1.9pp |
| Annual return | 13.82% | 27.05%-13.2pp | 25.88%-12.1pp | 160.75%-146.9pp |
| Employer contribution / active EE | $1,497 | $2,282-34.4% | $2,966-49.5% | $2,671-44.0% |
| Participant deferral / active EE | $3,307 | $3,929-15.8% | $4,851-31.8% | $4,126-19.9% |
| Admin fee / account holder | $2,633 | $6,717-60.8% | $8,254-68.1% | $5,651-53.4% |