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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 | $51,475 | $58,627-12.2% | $76,735-32.9% | $82,448-37.6% |
| Participation rate | 51.6% | 63.2%-11.6pp | 69.5%-17.9pp | 68.1%-16.5pp |
| Annual return | 14.36% | 39.10%-24.7pp | 29.77%-15.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,040 | $1,729-39.8% | $2,454-57.6% | $2,551-59.2% |
| Participant deferral / active EE | $2,594 | $3,134-17.2% | $4,088-36.6% | $4,139-37.3% |
| Admin fee / account holder | $2,185 | $5,323-59.0% | $7,189-69.6% | $7,234-69.8% |