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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 | $54,300 | $93,617-42.0% | $135,982-60.1% | $75,177-27.8% |
| Participation rate | 45.7% | 75.2%-29.5pp | 81.9%-36.2pp | 67.2%-21.5pp |
| Annual return | 25.62% | 30.89%-5.3pp | 68.32%-42.7pp | 160.75%-135.1pp |
| Employer contribution / active EE | $1,597 | $3,538-54.9% | $4,859-67.1% | $2,671-40.2% |
| Participant deferral / active EE | $3,335 | $6,406-47.9% | $7,760-57.0% | $4,126-19.2% |
| Admin fee / account holder | $317 | $6,980-95.5% | $10,767-97.1% | $5,651-94.4% |