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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 | $37,596 | $46,599-19.3% | $64,101-41.3% | $75,173-50.0% |
| Participation rate | 48.3% | 65.9%-17.7pp | 72.3%-24.0pp | 67.2%-18.9pp |
| Annual return | 14.52% | 26.06%-11.5pp | 33.72%-19.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,462 | $1,975-26.0% | $2,749-46.8% | $2,671-45.3% |
| Participant deferral / active EE | $4,804 | $2,837+69.3% | $3,881+23.8% | $4,126+16.4% |
| Admin fee / account holder | $4,759 | $2,956+61.0% | $3,070+55.0% | $5,651-15.8% |