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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 | $47,705 | $86,050-44.6% | $189,758-74.9% | $94,015-49.3% |
| Participation rate | 47.7% | 68.9%-21.2pp | 79.8%-32.1pp | 70.8%-23.1pp |
| Annual return | 16.99% | 17.77%-0.8pp | 52.62%-35.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,711 | $2,819-39.3% | $4,767-64.1% | $2,790-38.7% |
| Participant deferral / active EE | $3,227 | $3,349-3.6% | $5,856-44.9% | $4,249-24.1% |
| Admin fee / account holder | $2,219 | $6,627-66.5% | $20,388-89.1% | $8,951-75.2% |