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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 | $53,191 | $86,940-38.8% | $102,434-48.1% | $80,935-34.3% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.7%-22.7pp |
| Annual return | 15.29% | 18.89%-3.6pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,818 | $2,370-23.3% | $3,023-39.9% | $2,757-34.1% |
| Participant deferral / active EE | $3,881 | $4,121-5.8% | $5,055-23.2% | $4,299-9.7% |
| Admin fee / account holder | $1,181 | $8,047-85.3% | $9,462-87.5% | $6,924-82.9% |