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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 | $45,854 | $81,276-43.6% | $155,574-70.5% | $80,925-43.3% |
| Participation rate | 57.3% | 66.2%-9.0pp | 78.2%-20.9pp | 67.7%-10.4pp |
| Annual return | 17.86% | 33.36%-15.5pp | 64.87%-47.0pp | 35.65%-17.8pp |
| Employer contribution / active EE | $748 | $3,103-75.9% | $4,676-84.0% | $2,756-72.9% |
| Participant deferral / active EE | $4,936 | $3,453+42.9% | $5,629-12.3% | $4,299+14.8% |
| Admin fee / account holder | $1,146 | $7,993-85.7% | $15,914-92.8% | $6,940-83.5% |