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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 | $47,098 | $80,992-41.8% | $96,534-51.2% | $75,173-37.3% |
| Participation rate | 58.6% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.6pp |
| Annual return | 15.37% | 27.05%-11.7pp | 25.88%-10.5pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,835 | $2,283-19.6% | $2,965-38.1% | $2,671-31.3% |
| Participant deferral / active EE | $4,114 | $3,929+4.7% | $4,851-15.2% | $4,126-0.3% |
| Admin fee / account holder | $1,546 | $6,717-77.0% | $8,253-81.3% | $5,651-72.6% |