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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 | $54,920 | $76,407-28.1% | $150,298-63.5% | $82,448-33.4% |
| Participation rate | 63.9% | 66.4%-2.5pp | 77.8%-13.9pp | 68.1%-4.2pp |
| Annual return | 15.27% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,702 | $2,614-34.9% | $4,154-59.0% | $2,551-33.3% |
| Participant deferral / active EE | $3,739 | $3,214+16.3% | $5,453-31.4% | $4,139-9.7% |
| Admin fee / account holder | $324 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |