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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 | $57,914 | $72,273-19.9% | $101,275-42.8% | $79,856-27.5% |
| Participation rate | 47.2% | 68.5%-21.3pp | 75.8%-28.6pp | 69.6%-22.5pp |
| Annual return | 19.77% | 22.30%-2.5pp | 46.48%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,146 | $2,691-57.4% | $3,660-68.7% | $2,471-53.6% |
| Participant deferral / active EE | $2,609 | $3,282-20.5% | $4,371-40.3% | $3,741-30.2% |
| Admin fee / account holder | $501 | $4,401-88.6% | $5,948-91.6% | $5,306-90.6% |