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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 | $58,736 | $77,908-24.6% | $149,696-60.8% | $75,173-21.9% |
| Participation rate | 45.9% | 65.6%-19.6pp | 78.8%-32.8pp | 67.2%-21.3pp |
| Annual return | 17.36% | 31.73%-14.4pp | 134.46%-117.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,322 | $3,138-57.9% | $4,821-72.6% | $2,671-50.5% |
| Participant deferral / active EE | $3,237 | $3,411-5.1% | $5,682-43.0% | $4,126-21.5% |
| Admin fee / account holder | $2,608 | $5,950-56.2% | $13,212-80.3% | $5,651-53.8% |