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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 | $46,563 | $56,894-18.2% | $84,753-45.1% | $62,881-25.9% |
| Participation rate | 39.5% | 68.5%-29.1pp | 76.6%-37.1pp | 69.3%-29.8pp |
| Annual return | 30.32% | 6.30%+24.0pp | 22.78%+7.5pp | 20.14%+10.2pp |
| Employer contribution / active EE | $2,861 | $2,400+19.2% | $3,574-20.0% | $2,281+25.4% |
| Participant deferral / active EE | $5,626 | $2,709+107.7% | $3,712+51.6% | $3,203+75.6% |
| Admin fee / account holder | $6,432 | $3,581+79.6% | $5,333+20.6% | $4,296+49.7% |