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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 | $42,132 | $77,908-45.9% | $149,696-71.9% | $75,173-44.0% |
| Participation rate | 50.5% | 65.6%-15.0pp | 78.8%-28.2pp | 67.2%-16.7pp |
| Annual return | 16.49% | 31.73%-15.2pp | 134.46%-118.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,474 | $3,138-53.0% | $4,821-69.4% | $2,671-44.8% |
| Participant deferral / active EE | $4,029 | $3,411+18.1% | $5,682-29.1% | $4,126-2.4% |
| Admin fee / account holder | $4,859 | $5,950-18.3% | $13,212-63.2% | $5,651-14.0% |