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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 | $53,474 | $91,179-41.4% | $178,499-70.0% | $79,852-33.0% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 11.52% | 24.19%-12.7pp | 151.10%-139.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,316 | $3,256-59.6% | $5,011-73.7% | $2,471-46.7% |
| Participant deferral / active EE | $1,690 | $3,236-47.8% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | $1,706 | $6,749-74.7% | $13,986-87.8% | $5,306-67.8% |