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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 | $46,665 | $69,273-32.6% | $90,796-48.6% | $82,637-43.5% |
| Participation rate | 56.0% | 64.0%-8.0pp | 69.5%-13.5pp | 68.1%-12.1pp |
| Annual return | 14.32% | 18.37%-4.0pp | 19.29%-5.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,398 | $1,865-25.1% | $2,294-39.1% | $2,552-45.2% |
| Participant deferral / active EE | $3,747 | $3,047+23.0% | $3,822-2.0% | $4,126-9.2% |
| Admin fee / account holder | $8,443 | $5,511+53.2% | $7,024+20.2% | $7,339+15.0% |