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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 | $47,718 | $73,955-35.5% | $96,520-50.6% | $75,181-36.5% |
| Participation rate | 57.4% | 66.4%-9.0pp | 74.3%-16.9pp | 67.2%-9.8pp |
| Annual return | 20.56% | 26.72%-6.2pp | 35.72%-15.2pp | 160.69%-140.1pp |
| Employer contribution / active EE | $1,895 | $2,930-35.3% | $3,739-49.3% | $2,671-29.1% |
| Participant deferral / active EE | $4,160 | $3,659+13.7% | $4,879-14.7% | $4,126+0.8% |
| Admin fee / account holder | $1,137 | $5,217-78.2% | $6,733-83.1% | $5,650-79.9% |