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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 | $58,060 | $73,988-21.5% | $96,538-39.9% | $75,177-22.8% |
| Participation rate | 47.8% | 66.4%-18.6pp | 74.3%-26.5pp | 67.2%-19.4pp |
| Annual return | 18.99% | 26.73%-7.7pp | 35.74%-16.8pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,334 | $2,930-54.5% | $3,740-64.3% | $2,671-50.0% |
| Participant deferral / active EE | $2,911 | $3,660-20.5% | $4,880-40.4% | $4,126-29.5% |
| Admin fee / account holder | $809 | $5,220-84.5% | $6,737-88.0% | $5,651-85.7% |