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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 | $45,478 | $102,422-55.6% | $147,117-69.1% | $80,959-43.8% |
| Participation rate | 42.1% | 75.9%-33.8pp | 82.2%-40.1pp | 67.7%-25.6pp |
| Annual return | 12.09% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,497 | $3,717-59.7% | $4,932-69.7% | $2,757-45.7% |
| Participant deferral / active EE | $3,113 | $6,652-53.2% | $8,065-61.4% | $4,300-27.6% |
| Admin fee / account holder | $5,588 | $7,953-29.7% | $12,993-57.0% | $6,925-19.3% |