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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 | $77,574-40.2% | $108,753-57.4% | $86,983-46.7% |
| Participation rate | 45.5% | 62.3%-16.8pp | 71.1%-25.6pp | 69.5%-24.1pp |
| Annual return | 15.40% | 18.42%-3.0pp | 37.47%-22.1pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,454 | $1,611-9.7% | $2,427-40.1% | $2,584-43.7% |
| Participant deferral / active EE | $2,934 | $3,128-6.2% | $4,115-28.7% | $4,194-30.0% |
| Admin fee / account holder | $4,699 | $6,529-28.0% | $10,320-54.5% | $7,856-40.2% |