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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 | $55,992 | $76,407-26.7% | $150,298-62.7% | $82,448-32.1% |
| Participation rate | 43.5% | 66.4%-22.9pp | 77.8%-34.3pp | 68.1%-24.6pp |
| Annual return | 15.93% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,249 | $2,614-52.2% | $4,154-69.9% | $2,551-51.0% |
| Participant deferral / active EE | $2,086 | $3,214-35.1% | $5,453-61.7% | $4,139-49.6% |
| Admin fee / account holder | $1,181 | $6,352-81.4% | $14,116-91.6% | $7,234-83.7% |