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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 | $50,320 | $81,504-38.3% | $102,437-50.9% | $80,959-37.8% |
| Participation rate | 36.7% | 66.9%-30.2pp | 74.5%-37.8pp | 67.7%-31.0pp |
| Annual return | 14.85% | 25.60%-10.7pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,484 | $3,104-52.2% | $3,871-61.7% | $2,757-46.2% |
| Participant deferral / active EE | $4,205 | $3,871+8.6% | $5,060-16.9% | $4,300-2.2% |
| Admin fee / account holder | $4,273 | $6,719-36.4% | $8,388-49.1% | $6,925-38.3% |