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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 | $48,224 | $76,371-36.9% | $93,621-48.5% | $72,975-33.9% |
| Participation rate | 49.1% | 71.8%-22.7pp | 75.8%-26.8pp | 69.5%-20.4pp |
| Annual return | 22.79% | 25.82%-3.0pp | 32.76%-10.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,357 | $2,276-40.4% | $2,719-50.1% | $2,440-44.4% |
| Participant deferral / active EE | $2,363 | $3,538-33.2% | $4,070-41.9% | $3,608-34.5% |
| Admin fee / account holder | $849 | $6,839-87.6% | $7,890-89.2% | $5,124-83.4% |