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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 | $57,981 | $46,877+23.7% | $122,354-52.6% | $70,124-17.3% |
| Participation rate | 47.2% | 58.2%-11.0pp | 71.6%-24.5pp | 69.5%-22.4pp |
| Annual return | 21.76% | 24.22%-2.5pp | 30.28%-8.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,998 | $1,288+55.1% | $4,051-50.7% | $2,342-14.7% |
| Participant deferral / active EE | $1,116 | $2,167-48.5% | $3,287-66.0% | $3,332-66.5% |
| Admin fee / account holder | $879 | $3,324-73.5% | $5,479-84.0% | $4,645-81.1% |