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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 | $53,525 | $81,487-34.3% | $102,412-47.7% | $80,935-33.9% |
| Participation rate | 43.1% | 66.8%-23.8pp | 74.5%-31.4pp | 67.7%-24.6pp |
| Annual return | 15.08% | 25.60%-10.5pp | 24.94%-9.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,785 | $3,103-42.5% | $3,870-53.9% | $2,757-35.3% |
| Participant deferral / active EE | $3,817 | $3,871-1.4% | $5,060-24.6% | $4,299-11.2% |
| Admin fee / account holder | $3,356 | $6,717-50.0% | $8,388-60.0% | $6,924-51.5% |