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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 | $47,914 | $87,059-45.0% | $105,608-54.6% | $80,925-40.8% |
| Participation rate | 54.1% | 70.4%-16.4pp | 75.3%-21.2pp | 67.7%-13.6pp |
| Annual return | 12.33% | 17.05%-4.7pp | 116.50%-104.2pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,128 | $2,396-52.9% | $3,167-64.4% | $2,756-59.1% |
| Participant deferral / active EE | $1,804 | $3,986-54.7% | $5,010-64.0% | $4,299-58.0% |
| Admin fee / account holder | $1,645 | $8,443-80.5% | $11,028-85.1% | $6,940-76.3% |