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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 | $47,590 | $81,262-41.4% | $155,602-69.4% | $80,911-41.2% |
| Participation rate | 48.9% | 66.2%-17.3pp | 78.2%-29.3pp | 67.6%-18.8pp |
| Annual return | 11.40% | 33.34%-21.9pp | 64.81%-53.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,511 | $3,102-51.3% | $4,675-67.7% | $2,756-45.2% |
| Participant deferral / active EE | $3,254 | $3,451-5.7% | $5,629-42.2% | $4,297-24.3% |
| Admin fee / account holder | $2,361 | $7,992-70.5% | $15,923-85.2% | $6,935-66.0% |