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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 | $45,468 | $125,797-63.9% | $170,043-73.3% | $75,173-39.5% |
| Participation rate | 53.9% | 83.6%-29.7pp | 87.0%-33.1pp | 67.2%-13.3pp |
| Annual return | 16.23% | 27.20%-11.0pp | 53.40%-37.2pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,624 | $4,616-64.8% | $6,790-76.1% | $2,671-39.2% |
| Participant deferral / active EE | $3,498 | $6,838-48.8% | $10,410-66.4% | $4,126-15.2% |
| Admin fee / account holder | $3,312 | $8,177-59.5% | $12,824-74.2% | $5,651-41.4% |