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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 | $55,932-19.0% | $76,735-41.0% | $67,986-33.4% |
| Participation rate | 48.3% | 50.8%-2.5pp | 69.5%-21.2pp | 57.2%-8.9pp |
| Annual return | 19.11% | 23.10%-4.0pp | 29.77%-10.7pp | 31.67%-12.6pp |
| Employer contribution / active EE | $1,505 | $1,487+1.2% | $2,454-38.7% | $2,019-25.5% |
| Participant deferral / active EE | $4,167 | $2,558+62.9% | $4,088+1.9% | $3,358+24.1% |
| Admin fee / account holder | $4,132 | $4,907-15.8% | $7,189-42.5% | $3,203+29.0% |