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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 | $48,287 | $95,084-49.2% | $140,514-65.6% | $69,733-30.8% |
| Participation rate | 42.5% | 68.7%-26.2pp | 77.8%-35.3pp | 62.5%-20.0pp |
| Annual return | 14.50% | 18.56%-4.1pp | 14.36%+0.1pp | 15.22%-0.7pp |
| Employer contribution / active EE | $1,444 | $2,405-40.0% | $3,378-57.3% | $2,250-35.8% |
| Participant deferral / active EE | $2,438 | $3,868-37.0% | $4,919-50.4% | $3,054-20.2% |
| Admin fee / account holder | $7,568 | $4,885+54.9% | $13,697-44.8% | $3,102+144.0% |