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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 | $59,954 | $81,487-26.4% | $102,412-41.5% | $80,935-25.9% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.3pp | 67.7%-21.5pp |
| Annual return | 16.74% | 25.60%-8.9pp | 24.94%-8.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,258 | $3,103-59.5% | $3,870-67.5% | $2,757-54.4% |
| Participant deferral / active EE | $3,394 | $3,871-12.3% | $5,060-32.9% | $4,299-21.1% |
| Admin fee / account holder | $1,661 | $6,717-75.3% | $8,388-80.2% | $6,924-76.0% |