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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 | $64,336 | $74,535-13.7% | $100,712-36.1% | $82,637-22.1% |
| Participation rate | 48.3% | 61.2%-12.9pp | 69.3%-21.0pp | 68.1%-19.8pp |
| Annual return | 23.84% | 18.92%+4.9pp | 33.27%-9.4pp | 53.51%-29.7pp |
| Employer contribution / active EE | $1,173 | $1,503-21.9% | $2,313-49.3% | $2,552-54.0% |
| Participant deferral / active EE | $3,252 | $3,074+5.8% | $4,085-20.4% | $4,126-21.2% |
| Admin fee / account holder | $1,262 | $6,576-80.8% | $9,256-86.4% | $7,339-82.8% |