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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 | $49,514 | $86,919-43.0% | $102,457-51.7% | $80,911-38.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 17.68% | 18.90%-1.2pp | 29.41%-11.7pp | 35.63%-17.9pp |
| Employer contribution / active EE | $1,123 | $2,368-52.6% | $3,022-62.8% | $2,756-59.2% |
| Participant deferral / active EE | $3,768 | $4,119-8.5% | $5,054-25.5% | $4,297-12.3% |
| Admin fee / account holder | $543 | $8,049-93.3% | $9,451-94.3% | $6,935-92.2% |