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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 | $48,574 | $73,787-34.2% | $98,716-50.8% | $82,448-41.1% |
| Participation rate | 28.9% | 61.4%-32.5pp | 69.3%-40.4pp | 68.1%-39.2pp |
| Annual return | 17.26% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,126 | $1,511-25.5% | $2,279-50.6% | $2,551-55.9% |
| Participant deferral / active EE | $2,224 | $3,081-27.8% | $4,048-45.0% | $4,139-46.3% |
| Admin fee / account holder | $551 | $6,500-91.5% | $8,703-93.7% | $7,234-92.4% |