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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 | $47,964 | $86,938-44.8% | $102,423-53.2% | $80,925-40.7% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.7%-4.0pp |
| Annual return | 11.40% | 18.89%-7.5pp | 29.42%-18.0pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,809 | $2,369+18.5% | $3,023-7.1% | $2,756+1.9% |
| Participant deferral / active EE | $5,197 | $4,120+26.1% | $5,054+2.8% | $4,299+20.9% |
| Admin fee / account holder | $18,232 | $8,053+126.4% | $9,455+92.8% | $6,940+162.7% |