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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 | $42,892 | $75,541-43.2% | $152,093-71.8% | $82,637-48.1% |
| Participation rate | 55.0% | 66.5%-11.5pp | 77.8%-22.8pp | 68.1%-13.1pp |
| Annual return | 16.96% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,093 | $2,622-20.2% | $4,175-49.9% | $2,552-18.0% |
| Participant deferral / active EE | $4,881 | $3,206+52.3% | $5,451-10.5% | $4,126+18.3% |
| Admin fee / account holder | $10,059 | $6,405+57.1% | $14,497-30.6% | $7,339+37.1% |