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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 | $46,626 | $48,364-3.6% | $71,796-35.1% | $62,881-25.9% |
| Participation rate | 56.1% | 60.6%-4.5pp | 69.1%-13.0pp | 69.3%-13.2pp |
| Annual return | 8.43% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,462 | $1,042+40.4% | $1,924-24.0% | $2,281-35.9% |
| Participant deferral / active EE | $2,356 | $2,091+12.7% | $2,794-15.7% | $3,203-26.4% |
| Admin fee / account holder | $3,831 | $3,771+1.6% | $4,815-20.4% | $4,296-10.8% |