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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 | $58,650 | $106,749-45.1% | $145,433-59.7% | $82,448-28.9% |
| Participation rate | 57.6% | 75.6%-18.1pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 19.25% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,923 | $3,444-44.2% | $4,554-57.8% | $2,551-24.6% |
| Participant deferral / active EE | $5,064 | $6,519-22.3% | $7,897-35.9% | $4,139+22.3% |
| Admin fee / account holder | $2,858 | $8,390-65.9% | $13,129-78.2% | $7,234-60.5% |