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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 | $48,849 | $94,439-48.3% | $73,658-33.7% | $154,746-68.4% |
| Participation rate | 55.0% | 64.7%-9.7pp | 57.0%-2.0pp | 80.7%-25.7pp |
| Annual return | 13.05% | 28.25%-15.2pp | 29.72%-16.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,198 | $1,257-4.7% | $1,032+16.1% | $4,379-72.6% |
| Participant deferral / active EE | $1,883 | $2,527-25.5% | $2,062-8.7% | $6,730-72.0% |
| Admin fee / account holder | $2,466 | $3,843-35.8% | $3,357-26.5% | $14,365-82.8% |