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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 | $45,298 | $62,242-27.2% | $105,582-57.1% | $69,733-35.0% |
| Participation rate | 48.3% | 47.3%+1.0pp | 71.8%-23.5pp | 62.5%-14.2pp |
| Annual return | 19.11% | 15.40%+3.7pp | 18.61%+0.5pp | 15.22%+3.9pp |
| Employer contribution / active EE | $1,505 | $1,558-3.4% | $2,984-49.6% | $2,250-33.1% |
| Participant deferral / active EE | $4,167 | $2,462+69.2% | $4,353-4.3% | $3,054+36.4% |
| Admin fee / account holder | $4,132 | $4,615-10.5% | $12,856-67.9% | $3,102+33.2% |