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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 | $86,050-33.4% | $189,758-69.8% | $94,015-39.0% |
| Participation rate | 50.0% | 68.9%-18.9pp | 79.8%-29.8pp | 70.8%-20.8pp |
| Annual return | 13.71% | 17.77%-4.1pp | 52.62%-38.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,110 | $2,819-60.6% | $4,767-76.7% | $2,790-60.2% |
| Participant deferral / active EE | $3,825 | $3,349+14.2% | $5,856-34.7% | $4,249-10.0% |
| Admin fee / account holder | $1,624 | $6,627-75.5% | $20,388-92.0% | $8,951-81.9% |