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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 | $53,366 | $107,421-50.3% | $182,262-70.7% | $94,015-43.2% |
| Participation rate | 68.8% | 77.8%-9.0pp | 84.2%-15.5pp | 70.8%-2.1pp |
| Annual return | 16.94% | 21.32%-4.4pp | 140.60%-123.7pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,784 | $3,448-48.2% | $5,046-64.6% | $2,790-36.1% |
| Participant deferral / active EE | $3,958 | $6,558-39.6% | $8,276-52.2% | $4,249-6.8% |
| Admin fee / account holder | $2,555 | $8,692-70.6% | $16,712-84.7% | $8,951-71.5% |