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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 | $65,635 | $108,212-39.3% | $77,513-15.3% | $158,966-58.7% |
| Participation rate | 45.5% | 64.4%-19.0pp | 54.2%-8.7pp | 82.0%-36.5pp |
| Annual return | 14.81% | 31.67%-16.9pp | 54.81%-40.0pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,893 | $1,325+42.8% | $987+91.8% | $4,762-60.3% |
| Participant deferral / active EE | $1,093 | $2,455-55.5% | $1,861-41.3% | $5,983-81.7% |
| Admin fee / account holder | $1,156 | $3,709-68.8% | $2,859-59.6% | $11,250-89.7% |