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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 | $51,768 | $107,809-52.0% | $90,657-42.9% | $135,380-61.8% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | 6.78% | -0.90%+7.7pp | 1.89%+4.9pp | 519.81%-513.0pp |
| Employer contribution / active EE | $1,331 | $3,018-55.9% | $2,532-47.4% | $4,779-72.2% |
| Participant deferral / active EE | $2,308 | $3,872-40.4% | $3,424-32.6% | $5,609-58.9% |
| Admin fee / account holder | $2,113 | $5,931-64.4% | $4,994-57.7% | $10,828-80.5% |