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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 | $78,690-27.2% | $161,489-64.5% | $87,485-34.5% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 13.71% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,110 | $2,588-57.1% | $4,268-74.0% | $2,596-57.2% |
| Participant deferral / active EE | $3,825 | $3,311+15.5% | $5,630-32.1% | $4,274-10.5% |
| Admin fee / account holder | $1,624 | $6,724-75.8% | $16,006-89.9% | $7,775-79.1% |