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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 | $57,926 | $71,230-18.7% | $93,727-38.2% | $80,959-28.5% |
| Participation rate | 52.0% | 60.4%-8.4pp | 68.7%-16.7pp | 67.7%-15.7pp |
| Annual return | 12.03% | 11.26%+0.8pp | 133.83%-121.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,133 | $1,565+36.3% | $2,421-11.9% | $2,757-22.6% |
| Participant deferral / active EE | $2,979 | $4,037-26.2% | $4,417-32.6% | $4,300-30.7% |
| Admin fee / account holder | $1,537 | $6,961-77.9% | $8,292-81.5% | $6,925-77.8% |