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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 | $50,901 | $75,541-32.6% | $152,093-66.5% | $82,637-38.4% |
| Participation rate | 46.6% | 66.5%-20.0pp | 77.8%-31.2pp | 68.1%-21.5pp |
| Annual return | 16.48% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,123 | $2,622-57.2% | $4,175-73.1% | $2,552-56.0% |
| Participant deferral / active EE | $2,109 | $3,206-34.2% | $5,451-61.3% | $4,126-48.9% |
| Admin fee / account holder | $1,963 | $6,405-69.4% | $14,497-86.5% | $7,339-73.3% |