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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 | $63,949-26.8% | $129,031-63.7% | $94,015-50.2% |
| Participation rate | 38.5% | 63.4%-25.0pp | 73.4%-34.9pp | 70.8%-32.4pp |
| Annual return | 16.44% | 17.56%-1.1pp | 34.67%-18.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $1,503 | $1,865-19.4% | $3,226-53.4% | $2,790-46.1% |
| Participant deferral / active EE | $3,849 | $3,686+4.4% | $5,217-26.2% | $4,249-9.4% |
| Admin fee / account holder | $5,360 | $5,523-3.0% | $13,208-59.4% | $8,951-40.1% |