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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 | $57,461 | $84,953-32.4% | $163,379-64.8% | $82,637-30.5% |
| Participation rate | 48.4% | 65.9%-17.5pp | 76.8%-28.4pp | 68.1%-19.6pp |
| Annual return | 19.96% | 23.07%-3.1pp | 63.41%-43.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,164 | $2,183-46.7% | $3,752-69.0% | $2,552-54.4% |
| Participant deferral / active EE | $2,403 | $4,326-44.4% | $6,282-61.7% | $4,126-41.8% |
| Admin fee / account holder | $2,540 | $7,921-67.9% | $9,818-74.1% | $7,339-65.4% |