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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 | $46,509 | $95,453-51.3% | $112,040-58.5% | $82,448-43.6% |
| Participation rate | 45.1% | 72.8%-27.7pp | 76.5%-31.4pp | 68.1%-23.0pp |
| Annual return | 16.81% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,566 | $2,318-32.4% | $2,954-47.0% | $2,551-38.6% |
| Participant deferral / active EE | $3,463 | $4,224-18.0% | $5,098-32.1% | $4,139-16.3% |
| Admin fee / account holder | $3,112 | $9,013-65.5% | $12,098-74.3% | $7,234-57.0% |