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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 | $44,968 | $78,015-42.4% | $178,505-74.8% | $80,959-44.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 17.20% | 18.10%-0.9pp | 27.16%-10.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,549 | $2,281-32.1% | $3,955-60.8% | $2,757-43.8% |
| Participant deferral / active EE | $3,444 | $4,406-21.8% | $6,280-45.2% | $4,300-19.9% |
| Admin fee / account holder | $1,852 | $7,160-74.1% | $10,428-82.2% | $6,925-73.3% |