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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 | $54,970 | $89,259-38.4% | $107,187-48.7% | $82,637-33.5% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 12.88% | 21.02%-8.1pp | 204.55%-191.7pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,519 | $3,080-50.7% | $3,782-59.8% | $2,552-40.5% |
| Participant deferral / active EE | $4,723 | $4,037+17.0% | $5,096-7.3% | $4,126+14.5% |
| Admin fee / account holder | $1,230 | $7,381-83.3% | $9,162-86.6% | $7,339-83.2% |