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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 | $52,673 | $81,276-35.2% | $155,574-66.1% | $80,925-34.9% |
| Participation rate | 45.7% | 66.2%-20.5pp | 78.2%-32.5pp | 67.7%-21.9pp |
| Annual return | 10.72% | 33.36%-22.6pp | 64.87%-54.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,210 | $3,103-61.0% | $4,676-74.1% | $2,756-56.1% |
| Participant deferral / active EE | $2,665 | $3,453-22.8% | $5,629-52.7% | $4,299-38.0% |
| Admin fee / account holder | $3,250 | $7,993-59.3% | $15,914-79.6% | $6,940-53.2% |