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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 | $44,691 | $46,877-4.7% | $122,354-63.5% | $70,126-36.3% |
| Participation rate | 48.1% | 58.2%-10.1pp | 71.6%-23.5pp | 69.5%-21.4pp |
| Annual return | 19.43% | 24.22%-4.8pp | 30.28%-10.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,309 | $1,288+1.6% | $4,051-67.7% | $2,343-44.1% |
| Participant deferral / active EE | $2,094 | $2,167-3.4% | $3,287-36.3% | $3,332-37.1% |
| Admin fee / account holder | $3,380 | $3,324+1.7% | $5,479-38.3% | $4,645-27.2% |