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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 | $58,773 | $77,638-24.3% | $156,551-62.5% | $62,881-6.5% |
| Participation rate | 49.2% | 71.2%-22.0pp | 84.0%-34.9pp | 69.3%-20.2pp |
| Annual return | 8.61% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $629 | $3,444-81.7% | $5,501-88.6% | $2,281-72.4% |
| Participant deferral / active EE | $1,288 | $3,046-57.7% | $4,871-73.6% | $3,203-59.8% |
| Admin fee / account holder | $2,978 | $5,561-46.5% | $13,028-77.1% | $4,296-30.7% |