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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 | $60,442-22.6% | $96,754-51.6% | $87,485-46.5% |
| Participation rate | 38.5% | 58.7%-20.2pp | 70.3%-31.8pp | 68.9%-30.5pp |
| Annual return | 16.44% | 21.97%-5.5pp | 82.04%-65.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,503 | $1,691-11.1% | $2,679-43.9% | $2,596-42.1% |
| Participant deferral / active EE | $3,849 | $3,280+17.4% | $4,758-19.1% | $4,274-9.9% |
| Admin fee / account holder | $5,360 | $5,069+5.7% | $8,905-39.8% | $7,775-31.1% |