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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 | $46,444 | $49,025-5.3% | $87,507-46.9% | $62,891-26.2% |
| Participation rate | 47.6% | 64.9%-17.3pp | 73.8%-26.2pp | 69.3%-21.7pp |
| Annual return | 5.14% | 10.02%-4.9pp | 12.21%-7.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,083 | $1,372-21.0% | $2,550-57.5% | $2,281-52.5% |
| Participant deferral / active EE | $2,113 | $2,289-7.7% | $3,149-32.9% | $3,203-34.0% |
| Admin fee / account holder | $2,236 | $4,065-45.0% | $4,221-47.0% | $4,296-48.0% |