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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 | $49,208 | $55,932-12.0% | $76,735-35.9% | $67,986-27.6% |
| Participation rate | 32.4% | 50.8%-18.4pp | 69.5%-37.1pp | 57.2%-24.9pp |
| Annual return | 22.21% | 23.10%-0.9pp | 29.77%-7.6pp | 31.67%-9.5pp |
| Employer contribution / active EE | $1,606 | $1,487+8.0% | $2,454-34.6% | $2,019-20.5% |
| Participant deferral / active EE | $2,378 | $2,558-7.0% | $4,088-41.8% | $3,358-29.2% |
| Admin fee / account holder | $563 | $4,907-88.5% | $7,189-92.2% | $3,203-82.4% |