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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 | $53,341 | $76,407-30.2% | $150,298-64.5% | $82,448-35.3% |
| Participation rate | 53.9% | 66.4%-12.4pp | 77.8%-23.8pp | 68.1%-14.1pp |
| Annual return | 15.64% | 39.99%-24.4pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,477 | $2,614-43.5% | $4,154-64.4% | $2,551-42.1% |
| Participant deferral / active EE | $3,297 | $3,214+2.6% | $5,453-39.5% | $4,139-20.4% |
| Admin fee / account holder | $4,166 | $6,352-34.4% | $14,116-70.5% | $7,234-42.4% |