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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 | $74,535-35.9% | $100,712-52.5% | $82,637-42.2% |
| Participation rate | 53.8% | 61.2%-7.3pp | 69.3%-15.4pp | 68.1%-14.2pp |
| Annual return | 12.67% | 18.92%-6.3pp | 33.27%-20.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,525 | $1,503+1.5% | $2,313-34.1% | $2,552-40.2% |
| Participant deferral / active EE | $2,923 | $3,074-4.9% | $4,085-28.4% | $4,126-29.2% |
| Admin fee / account holder | $19,898 | $6,576+202.6% | $9,256+115.0% | $7,339+171.1% |