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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 | $49,527 | $72,272-31.5% | $101,264-51.1% | $79,858-38.0% |
| Participation rate | 42.2% | 68.5%-26.2pp | 75.8%-33.6pp | 69.6%-27.4pp |
| Annual return | 19.26% | 22.30%-3.0pp | 46.48%-27.2pp | 31.72%-12.5pp |
| Employer contribution / active EE | $1,937 | $2,692-28.1% | $3,660-47.1% | $2,471-21.6% |
| Participant deferral / active EE | $3,779 | $3,282+15.2% | $4,370-13.5% | $3,740+1.0% |
| Admin fee / account holder | $369 | $4,401-91.6% | $5,947-93.8% | $5,306-93.0% |