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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 | $46,817 | $81,476-42.5% | $102,383-54.3% | $80,925-42.1% |
| Participation rate | 59.4% | 66.8%-7.5pp | 74.5%-15.1pp | 67.7%-8.3pp |
| Annual return | 12.37% | 25.59%-13.2pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,934 | $3,105-37.7% | $3,870-50.0% | $2,756-29.8% |
| Participant deferral / active EE | $3,191 | $3,871-17.6% | $5,060-36.9% | $4,299-25.8% |
| Admin fee / account holder | $12,352 | $6,717+83.9% | $8,391+47.2% | $6,940+78.0% |