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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 | $49,165 | $64,920-24.3% | $103,693-52.6% | $86,983-43.5% |
| Participation rate | 51.8% | 63.6%-11.8pp | 72.6%-20.8pp | 69.5%-17.7pp |
| Annual return | 13.63% | 30.29%-16.7pp | 47.61%-34.0pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,037 | $2,141-51.5% | $2,920-64.5% | $2,584-59.9% |
| Participant deferral / active EE | $1,583 | $3,241-51.2% | $4,579-65.4% | $4,194-62.3% |
| Admin fee / account holder | $962 | $6,191-84.5% | $7,858-87.8% | $7,856-87.8% |