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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 | $47,455 | $80,992-41.4% | $96,534-50.8% | $75,173-36.9% |
| Participation rate | 58.5% | 71.8%-13.3pp | 76.0%-17.4pp | 67.2%-8.7pp |
| Annual return | 15.94% | 27.05%-11.1pp | 25.88%-9.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,010 | $2,283-55.8% | $2,965-66.0% | $2,671-62.2% |
| Participant deferral / active EE | $2,351 | $3,929-40.2% | $4,851-51.5% | $4,126-43.0% |
| Admin fee / account holder | $1,979 | $6,717-70.5% | $8,253-76.0% | $5,651-65.0% |