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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 | $49,172 | $39,132+25.7% | $57,196-14.0% | $62,881-21.8% |
| Participation rate | 47.5% | 70.5%-23.0pp | 75.3%-27.9pp | 69.3%-21.8pp |
| Annual return | 5.51% | 9.24%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,052 | $1,874-43.9% | $2,683-60.8% | $2,281-53.9% |
| Participant deferral / active EE | $1,331 | $2,374-44.0% | $3,096-57.0% | $3,203-58.5% |
| Admin fee / account holder | $1,596 | $2,594-38.5% | $3,141-49.2% | $4,296-62.8% |