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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 | $58,687 | $89,259-34.3% | $107,187-45.2% | $82,637-29.0% |
| Participation rate | 48.7% | 67.9%-19.2pp | 75.0%-26.3pp | 68.1%-19.4pp |
| Annual return | 18.81% | 21.02%-2.2pp | 204.55%-185.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,628 | $3,080-47.1% | $3,782-56.9% | $2,552-36.2% |
| Participant deferral / active EE | $4,056 | $4,037+0.5% | $5,096-20.4% | $4,126-1.7% |
| Admin fee / account holder | $1,978 | $7,381-73.2% | $9,162-78.4% | $7,339-73.0% |