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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 | $104,650-53.3% | $83,854-41.7% | $155,188-68.5% |
| Participation rate | 55.0% | 65.1%-10.1pp | 59.1%-4.1pp | 80.8%-25.8pp |
| Annual return | 13.05% | 28.97%-15.9pp | 31.39%-18.3pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,198 | $1,196+0.2% | $1,017+17.8% | $4,248-71.8% |
| Participant deferral / active EE | $1,883 | $2,367-20.5% | $2,035-7.5% | $6,531-71.2% |
| Admin fee / account holder | $2,466 | $3,518-29.9% | $3,197-22.9% | $14,480-83.0% |