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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 | $99,875-53.8% | $146,866-68.6% | $86,983-47.0% |
| Participation rate | 29.4% | 75.8%-46.4pp | 82.5%-53.1pp | 69.5%-40.1pp |
| Annual return | 29.82% | 28.10%+1.7pp | 102.85%-73.0pp | 25.83%+4.0pp |
| Employer contribution / active EE | $2,491 | $3,224-22.8% | $4,425-43.7% | $2,584-3.6% |
| Participant deferral / active EE | $4,466 | $6,322-29.4% | $7,759-42.4% | $4,194+6.5% |
| Admin fee / account holder | $10,554 | $7,838+34.7% | $13,620-22.5% | $7,856+34.3% |