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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 | $78,690-39.4% | $161,489-70.5% | $87,485-45.5% |
| Participation rate | 47.7% | 67.5%-19.8pp | 78.7%-31.0pp | 68.9%-21.2pp |
| Annual return | 16.99% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,711 | $2,588-33.9% | $4,268-59.9% | $2,596-34.1% |
| Participant deferral / active EE | $3,227 | $3,311-2.5% | $5,630-42.7% | $4,274-24.5% |
| Admin fee / account holder | $2,219 | $6,724-67.0% | $16,006-86.1% | $7,775-71.5% |