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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 | $45,777 | $67,595-32.3% | $186,193-75.4% | $64,340-28.9% |
| Participation rate | 46.3% | 51.9%-5.6pp | 77.1%-30.8pp | 55.2%-8.9pp |
| Annual return | 14.33% | 17.46%-3.1pp | 78.03%-63.7pp | 24.14%-9.8pp |
| Employer contribution / active EE | $2,344 | $1,513+55.0% | $3,918-40.2% | $1,862+25.9% |
| Participant deferral / active EE | $4,295 | $3,023+42.1% | $6,513-34.1% | $2,980+44.1% |
| Admin fee / account holder | $5,935 | $5,311+11.7% | $11,058-46.3% | $3,703+60.3% |