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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 | $86,050-38.0% | $189,758-71.9% | $94,015-43.3% |
| Participation rate | 53.9% | 68.9%-15.0pp | 79.8%-25.8pp | 70.8%-16.9pp |
| Annual return | 15.64% | 17.77%-2.1pp | 52.62%-37.0pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,477 | $2,819-47.6% | $4,767-69.0% | $2,790-47.0% |
| Participant deferral / active EE | $3,297 | $3,349-1.6% | $5,856-43.7% | $4,249-22.4% |
| Admin fee / account holder | $4,166 | $6,627-37.1% | $20,388-79.6% | $8,951-53.5% |