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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 | $48,149 | $106,524-54.8% | $152,301-68.4% | $87,485-45.0% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.4%-18.8pp | 68.9%-5.3pp |
| Annual return | 18.02% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,943 | $3,371-12.7% | $4,624-36.4% | $2,596+13.3% |
| Participant deferral / active EE | $8,053 | $6,525+23.4% | $8,004+0.6% | $4,274+88.4% |
| Admin fee / account holder | $8,687 | $8,287+4.8% | $14,398-39.7% | $7,775+11.7% |