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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 | $43,218 | $65,961-34.5% | $180,320-76.0% | $94,015-54.0% |
| Participation rate | 57.1% | 61.3%-4.1pp | 71.5%-14.4pp | 70.8%-13.7pp |
| Annual return | 11.06% | 14.27%-3.2pp | 778.54%-767.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $1,072 | $1,737-38.3% | $4,108-73.9% | $2,790-61.6% |
| Participant deferral / active EE | $3,730 | $3,003+24.2% | $4,304-13.3% | $4,249-12.2% |
| Admin fee / account holder | $1,350 | $4,901-72.4% | $10,000-86.5% | $8,951-84.9% |