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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 | $52,908 | $45,050+17.4% | $63,018-16.0% | $70,126-24.6% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 11.97% | 18.76%-6.8pp | 87.62%-75.6pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,152 | $2,052-43.8% | $2,761-58.3% | $2,343-50.8% |
| Participant deferral / active EE | $1,733 | $2,466-29.7% | $3,330-48.0% | $3,332-48.0% |
| Admin fee / account holder | $1,108 | $2,834-60.9% | $3,601-69.2% | $4,645-76.2% |