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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 | $76,834-39.7% | $108,359-57.2% | $87,485-47.0% |
| Participation rate | 45.5% | 61.7%-16.3pp | 70.1%-24.7pp | 68.9%-23.5pp |
| Annual return | 15.40% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,454 | $1,556-6.6% | $2,399-39.4% | $2,596-44.0% |
| Participant deferral / active EE | $2,934 | $3,100-5.3% | $4,137-29.1% | $4,274-31.3% |
| Admin fee / account holder | $4,699 | $6,537-28.1% | $9,741-51.8% | $7,775-39.6% |