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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 | $88,672-33.8% | $105,223-44.2% | $82,448-28.8% |
| Participation rate | 48.7% | 67.9%-19.2pp | 75.0%-26.4pp | 68.1%-19.4pp |
| Annual return | 18.81% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,628 | $3,048-46.6% | $3,689-55.9% | $2,551-36.2% |
| Participant deferral / active EE | $4,056 | $4,036+0.5% | $5,072-20.0% | $4,139-2.0% |
| Admin fee / account holder | $1,978 | $7,146-72.3% | $8,859-77.7% | $7,234-72.7% |