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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 | $53,417 | $51,604+3.5% | $129,295-58.7% | $80,874-34.0% |
| Participation rate | 32.5% | 57.0%-24.5pp | 69.6%-37.1pp | 67.6%-35.1pp |
| Annual return | 18.06% | 20.76%-2.7pp | 9429.28%-9411.2pp | 35.62%-17.6pp |
| Employer contribution / active EE | $915 | $1,585-42.2% | $4,157-78.0% | $2,756-66.8% |
| Participant deferral / active EE | $3,185 | $2,670+19.3% | $4,169-23.6% | $4,297-25.9% |
| Admin fee / account holder | $796 | $4,310-81.5% | $7,665-89.6% | $6,935-88.5% |