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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 | $47,317 | $91,439-48.3% | $135,974-65.2% | $71,511-33.8% |
| Participation rate | 65.5% | 75.7%-10.2pp | 81.9%-16.5pp | 67.9%-2.5pp |
| Annual return | 19.90% | 29.90%-10.0pp | 68.30%-48.4pp | 28.86%-9.0pp |
| Employer contribution / active EE | $1,127 | $3,705-69.6% | $4,859-76.8% | $2,589-56.5% |
| Participant deferral / active EE | $3,521 | $7,093-50.4% | $7,760-54.6% | $4,291-17.9% |
| Admin fee / account holder | $623 | $1,267-50.8% | $10,767-94.2% | $1,588-60.8% |