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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 | $47,986 | $50,554-5.1% | $67,681-29.1% | $87,485-45.1% |
| Participation rate | 44.7% | 67.7%-23.0pp | 73.7%-29.0pp | 68.9%-24.3pp |
| Annual return | 14.20% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,746 | $1,988-12.2% | $2,678-34.8% | $2,596-32.7% |
| Participant deferral / active EE | $1,486 | $2,961-49.8% | $3,976-62.6% | $4,274-65.2% |
| Admin fee / account holder | $3,716 | $4,132-10.1% | $6,100-39.1% | $7,775-52.2% |