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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 | $44,871 | $46,877-4.3% | $122,354-63.3% | $70,126-36.0% |
| Participation rate | 46.5% | 58.2%-11.7pp | 71.6%-25.1pp | 69.5%-23.0pp |
| Annual return | 14.94% | 24.22%-9.3pp | 30.28%-15.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $946 | $1,288-26.6% | $4,051-76.7% | $2,343-59.6% |
| Participant deferral / active EE | $2,843 | $2,167+31.2% | $3,287-13.5% | $3,332-14.7% |
| Admin fee / account holder | $13,953 | $3,324+319.8% | $5,479+154.7% | $4,645+200.3% |