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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 | $57,320 | $75,541-24.1% | $152,093-62.3% | $82,637-30.6% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 13.71% | 32.56%-18.9pp | 66.36%-52.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,110 | $2,622-57.7% | $4,175-73.4% | $2,552-56.5% |
| Participant deferral / active EE | $3,825 | $3,206+19.3% | $5,451-29.8% | $4,126-7.3% |
| Admin fee / account holder | $1,624 | $6,405-74.6% | $14,497-88.8% | $7,339-77.9% |