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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 | $96,731-39.3% | $123,973-52.7% | $86,983-32.5% |
| Participation rate | 48.7% | 70.0%-21.3pp | 76.7%-28.0pp | 69.5%-20.9pp |
| Annual return | 18.81% | 17.33%+1.5pp | 388.13%-369.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $1,628 | $3,297-50.6% | $4,126-60.5% | $2,584-37.0% |
| Participant deferral / active EE | $4,056 | $4,152-2.3% | $5,247-22.7% | $4,194-3.3% |
| Admin fee / account holder | $1,978 | $8,722-77.3% | $11,799-83.2% | $7,856-74.8% |