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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 | $47,574 | $107,666-55.8% | $102,184-53.4% | $154,746-69.3% |
| Participation rate | 46.7% | 83.7%-37.1pp | 82.6%-35.9pp | 80.7%-34.0pp |
| Annual return | 13.87% | 29.33%-15.5pp | 31.58%-17.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $638 | $3,846-83.4% | $3,594-82.3% | $4,379-85.4% |
| Participant deferral / active EE | $4,113 | $8,719-52.8% | $8,309-50.5% | $6,730-38.9% |
| Admin fee / account holder | $9,464 | $12,943-26.9% | $11,609-18.5% | $14,365-34.1% |