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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 | $81,334-40.6% | $113,397-57.4% | $64,097-24.7% |
| Participation rate | 42.5% | 65.6%-23.2pp | 76.5%-34.0pp | 55.2%-12.7pp |
| Annual return | 14.50% | 32.50%-18.0pp | 23.20%-8.7pp | 34.64%-20.1pp |
| Employer contribution / active EE | $1,444 | $2,077-30.5% | $2,977-51.5% | $1,891-23.6% |
| Participant deferral / active EE | $2,438 | $3,795-35.8% | $5,076-52.0% | $3,080-20.8% |
| Admin fee / account holder | $7,568 | $4,208+79.8% | $11,957-36.7% | $3,454+119.1% |