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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 | $54,093 | $106,749-49.3% | $145,433-62.8% | $82,448-34.4% |
| Participation rate | 56.4% | 75.6%-19.2pp | 82.1%-25.7pp | 68.1%-11.7pp |
| Annual return | 18.18% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,298 | $3,444-33.3% | $4,554-49.5% | $2,551-9.9% |
| Participant deferral / active EE | $4,599 | $6,519-29.4% | $7,897-41.8% | $4,139+11.1% |
| Admin fee / account holder | $1,850 | $8,390-78.0% | $13,129-85.9% | $7,234-74.4% |