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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 | $83,898-44.7% | $133,346-65.2% | $94,015-50.7% |
| Participation rate | 45.5% | 63.4%-17.9pp | 72.8%-27.4pp | 70.8%-25.4pp |
| Annual return | 15.40% | 16.00%-0.6pp | 36.85%-21.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,454 | $1,821-20.1% | $2,853-49.0% | $2,790-47.9% |
| Participant deferral / active EE | $2,934 | $3,245-9.6% | $4,332-32.3% | $4,249-30.9% |
| Admin fee / account holder | $4,699 | $7,809-39.8% | $14,264-67.1% | $8,951-47.5% |