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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 | $46,617 | $105,623-55.9% | $87,502-46.7% | $273,972-83.0% |
| Participation rate | 68.8% | 78.2%-9.4pp | 73.8%-5.1pp | 83.0%-14.3pp |
| Annual return | 3.48% | 12.26%-8.8pp | 12.21%-8.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $4,185 | $3,141+33.3% | $2,550+64.1% | $4,869-14.0% |
| Participant deferral / active EE | $3,516 | $3,601-2.4% | $3,149+11.7% | $5,287-33.5% |
| Admin fee / account holder | $1,277 | $4,781-73.3% | $4,221-69.7% | $10,133-87.4% |