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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 | $79,867-39.5% | $120,344-59.9% | $64,340-25.0% |
| Participation rate | 42.5% | 63.0%-20.5pp | 76.7%-34.3pp | 55.2%-12.8pp |
| Annual return | 14.50% | 21.10%-6.6pp | 20.30%-5.8pp | 24.14%-9.6pp |
| Employer contribution / active EE | $1,444 | $1,925-25.0% | $3,020-52.2% | $1,862-22.4% |
| Participant deferral / active EE | $2,438 | $3,593-32.1% | $5,135-52.5% | $2,980-18.2% |
| Admin fee / account holder | $7,568 | $5,039+50.2% | $12,742-40.6% | $3,703+104.4% |