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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 | $48,161 | $65,364-26.3% | $92,909-48.2% | $72,975-34.0% |
| Participation rate | 55.9% | 68.3%-12.4pp | 76.0%-20.1pp | 69.5%-13.6pp |
| Annual return | 21.88% | 42.11%-20.2pp | 109.44%-87.6pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,234 | $2,594-52.4% | $3,653-66.2% | $2,440-49.4% |
| Participant deferral / active EE | $1,762 | $3,128-43.7% | $4,238-58.4% | $3,608-51.2% |
| Admin fee / account holder | $4,431 | $4,251+4.2% | $5,795-23.5% | $5,124-13.5% |