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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 | $43,907 | $53,774-18.3% | $134,162-67.3% | $79,852-45.0% |
| Participation rate | 55.9% | 58.8%-2.9pp | 72.2%-16.3pp | 69.6%-13.8pp |
| Annual return | 14.85% | 19.01%-4.2pp | 36.35%-21.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,456 | $1,322+10.2% | $3,705-60.7% | $2,471-41.1% |
| Participant deferral / active EE | $2,269 | $2,420-6.2% | $3,500-35.2% | $3,740-39.3% |
| Admin fee / account holder | $3,900 | $3,985-2.1% | $6,685-41.7% | $5,306-26.5% |