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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 | $78,690-32.2% | $161,489-67.0% | $87,485-39.0% |
| Participation rate | 53.9% | 67.5%-13.5pp | 78.7%-24.7pp | 68.9%-15.0pp |
| Annual return | 15.64% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,477 | $2,588-42.9% | $4,268-65.4% | $2,596-43.1% |
| Participant deferral / active EE | $3,297 | $3,311-0.4% | $5,630-41.4% | $4,274-22.9% |
| Admin fee / account holder | $4,166 | $6,724-38.0% | $16,006-74.0% | $7,775-46.4% |