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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 | $53,759 | $87,544-38.6% | $75,784-29.1% | $125,388-57.1% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 0.87% | 13.49%-12.6pp | 9.68%-8.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,035 | $3,930-22.8% | $3,323-8.7% | $4,866-37.6% |
| Participant deferral / active EE | $4,750 | $4,229+12.3% | $3,652+30.1% | $5,352-11.2% |
| Admin fee / account holder | $28,055 | $6,502+331.5% | $5,300+429.4% | $9,541+194.1% |