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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 | $48,216 | $77,901-38.1% | $149,717-67.8% | $75,181-35.9% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 17.63% | 31.73%-14.1pp | 134.41%-116.8pp | 160.69%-143.1pp |
| Employer contribution / active EE | $1,761 | $3,137-43.9% | $4,820-63.5% | $2,671-34.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,273 | $5,949-78.6% | $13,213-90.4% | $5,650-77.5% |