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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 | $48,548 | $58,057-16.4% | $97,032-50.0% | $86,983-44.2% |
| Participation rate | 52.1% | 60.4%-8.3pp | 71.6%-19.5pp | 69.5%-17.5pp |
| Annual return | 19.49% | 22.26%-2.8pp | 35.38%-15.9pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,809 | $1,663+8.7% | $2,629-31.2% | $2,584-30.0% |
| Participant deferral / active EE | $3,647 | $3,244+12.4% | $4,672-21.9% | $4,194-13.0% |
| Admin fee / account holder | $3,247 | $4,839-32.9% | $9,418-65.5% | $7,856-58.7% |