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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 | $46,368 | $73,787-37.2% | $98,716-53.0% | $82,448-43.8% |
| Participation rate | 45.5% | 61.4%-16.0pp | 69.3%-23.8pp | 68.1%-22.6pp |
| Annual return | 15.40% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,454 | $1,511-3.8% | $2,279-36.2% | $2,551-43.0% |
| Participant deferral / active EE | $2,934 | $3,081-4.8% | $4,048-27.5% | $4,139-29.1% |
| Admin fee / account holder | $4,699 | $6,500-27.7% | $8,703-46.0% | $7,234-35.0% |