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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 | $57,298 | $73,988-22.6% | $96,538-40.6% | $75,177-23.8% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 16.76% | 26.73%-10.0pp | 35.74%-19.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,079 | $2,930-63.2% | $3,740-71.2% | $2,671-59.6% |
| Participant deferral / active EE | $4,433 | $3,660+21.1% | $4,880-9.2% | $4,126+7.4% |
| Admin fee / account holder | $9,741 | $5,220+86.6% | $6,737+44.6% | $5,651+72.4% |