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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 | $47,803 | $77,574-38.4% | $108,753-56.0% | $86,983-45.0% |
| Participation rate | 53.8% | 62.3%-8.4pp | 71.1%-17.2pp | 69.5%-15.7pp |
| Annual return | 12.67% | 18.42%-5.7pp | 37.47%-24.8pp | 25.83%-13.2pp |
| Employer contribution / active EE | $1,525 | $1,611-5.3% | $2,427-37.2% | $2,584-41.0% |
| Participant deferral / active EE | $2,923 | $3,128-6.6% | $4,115-29.0% | $4,194-30.3% |
| Admin fee / account holder | $19,898 | $6,529+204.8% | $10,320+92.8% | $7,856+153.3% |