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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 | $47,281 | $81,276-41.8% | $155,574-69.6% | $80,925-41.6% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 16.88% | 33.36%-16.5pp | 64.87%-48.0pp | 35.65%-18.8pp |
| Employer contribution / active EE | $1,032 | $3,103-66.7% | $4,676-77.9% | $2,756-62.5% |
| Participant deferral / active EE | $3,847 | $3,453+11.4% | $5,629-31.7% | $4,299-10.5% |
| Admin fee / account holder | $7,688 | $7,993-3.8% | $15,914-51.7% | $6,940+10.8% |