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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 | $48,851 | $94,439-48.3% | $73,658-33.7% | $154,746-68.4% |
| Participation rate | 38.1% | 64.7%-26.6pp | 57.0%-18.9pp | 80.7%-42.6pp |
| Annual return | 15.21% | 28.25%-13.0pp | 29.72%-14.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,015 | $1,257-19.2% | $1,032-1.6% | $4,379-76.8% |
| Participant deferral / active EE | $3,389 | $2,527+34.1% | $2,062+64.4% | $6,730-49.6% |
| Admin fee / account holder | $5,466 | $3,843+42.2% | $3,357+62.8% | $14,365-62.0% |