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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 | $78,690-28.8% | $161,489-65.3% | $87,485-36.0% |
| Participation rate | 43.5% | 67.5%-24.0pp | 78.7%-35.2pp | 68.9%-25.5pp |
| Annual return | 15.93% | 32.74%-16.8pp | 89.72%-73.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,249 | $2,588-51.8% | $4,268-70.7% | $2,596-51.9% |
| Participant deferral / active EE | $2,086 | $3,311-37.0% | $5,630-63.0% | $4,274-51.2% |
| Admin fee / account holder | $1,181 | $6,724-82.4% | $16,006-92.6% | $7,775-84.8% |