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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 | $54,073 | $78,027-30.7% | $178,528-69.7% | $80,925-33.2% |
| Participation rate | 48.4% | 65.7%-17.3pp | 77.1%-28.7pp | 67.7%-19.3pp |
| Annual return | 12.94% | 18.09%-5.2pp | 27.11%-14.2pp | 35.65%-22.7pp |
| Employer contribution / active EE | $4,302 | $2,281+88.6% | $3,950+8.9% | $2,756+56.1% |
| Participant deferral / active EE | $4,074 | $4,408-7.6% | $6,278-35.1% | $4,299-5.2% |
| Admin fee / account holder | $11,960 | $7,168+66.9% | $10,419+14.8% | $6,940+72.3% |