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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 | $46,100 | $106,749-56.8% | $145,433-68.3% | $82,448-44.1% |
| Participation rate | 29.4% | 75.6%-46.2pp | 82.1%-52.7pp | 68.1%-38.7pp |
| Annual return | 29.82% | 27.59%+2.2pp | 66.58%-36.8pp | 41.64%-11.8pp |
| Employer contribution / active EE | $2,491 | $3,444-27.7% | $4,554-45.3% | $2,551-2.4% |
| Participant deferral / active EE | $4,466 | $6,519-31.5% | $7,897-43.4% | $4,139+7.9% |
| Admin fee / account holder | $10,554 | $8,390+25.8% | $13,129-19.6% | $7,234+45.9% |