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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 | $47,527 | $76,551-37.9% | $123,894-61.6% | $62,881-24.4% |
| Participation rate | 44.9% | 73.0%-28.1pp | 81.4%-36.5pp | 69.3%-24.4pp |
| Annual return | 6.79% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $854 | $2,882-70.4% | $4,617-81.5% | $2,281-62.5% |
| Participant deferral / active EE | $3,498 | $4,840-27.7% | $5,984-41.5% | $3,203+9.2% |
| Admin fee / account holder | $439 | $4,826-90.9% | $8,357-94.8% | $4,296-89.8% |