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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 | $45,084 | $77,638-41.9% | $156,551-71.2% | $62,881-28.3% |
| Participation rate | 69.1% | 71.2%-2.1pp | 84.0%-14.9pp | 69.3%-0.2pp |
| Annual return | 6.89% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $653 | $3,444-81.0% | $5,501-88.1% | $2,281-71.4% |
| Participant deferral / active EE | $2,052 | $3,046-32.6% | $4,871-57.9% | $3,203-35.9% |
| Admin fee / account holder | $2,313 | $5,561-58.4% | $13,028-82.2% | $4,296-46.2% |