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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 | $46,785 | $57,590-18.8% | $86,233-45.7% | $82,448-43.3% |
| Participation rate | 38.5% | 57.9%-19.4pp | 69.0%-30.6pp | 68.1%-29.6pp |
| Annual return | 16.44% | 22.41%-6.0pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,503 | $1,655-9.2% | $2,504-40.0% | $2,551-41.1% |
| Participant deferral / active EE | $3,849 | $3,080+25.0% | $4,559-15.6% | $4,139-7.0% |
| Admin fee / account holder | $5,360 | $4,730+13.3% | $8,342-35.7% | $7,234-25.9% |