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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 | $47,157 | $86,938-45.8% | $102,423-54.0% | $80,925-41.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 12.87% | 18.89%-6.0pp | 29.42%-16.5pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,817 | $2,369-23.3% | $3,023-39.9% | $2,756-34.1% |
| Participant deferral / active EE | $3,801 | $4,120-7.8% | $5,054-24.8% | $4,299-11.6% |
| Admin fee / account holder | $5,642 | $8,053-29.9% | $9,455-40.3% | $6,940-18.7% |