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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 | $53,210 | $77,896-31.7% | $134,172-60.3% | $82,448-35.5% |
| Participation rate | 48.6% | 62.8%-14.2pp | 72.5%-23.9pp | 68.1%-19.5pp |
| Annual return | 14.40% | 18.21%-3.8pp | 25.30%-10.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,911 | $2,159-11.5% | $3,420-44.1% | $2,551-25.1% |
| Participant deferral / active EE | $2,641 | $3,162-16.5% | $4,690-43.7% | $4,139-36.2% |
| Admin fee / account holder | $959 | $6,336-84.9% | $12,016-92.0% | $7,234-86.7% |