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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 | $46,667 | $96,956-51.9% | $69,779-33.1% | $273,972-83.0% |
| Participation rate | 45.8% | 77.1%-31.2pp | 71.8%-26.0pp | 83.0%-37.2pp |
| Annual return | 7.10% | 12.93%-5.8pp | 12.99%-5.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,671 | $3,316-49.6% | $2,338-28.6% | $4,869-65.7% |
| Participant deferral / active EE | $4,103 | $3,744+9.6% | $2,931+40.0% | $5,287-22.4% |
| Admin fee / account holder | $399 | $7,934-95.0% | $4,381-90.9% | $10,133-96.1% |