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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 | $52,960 | $78,423-32.5% | $95,964-44.8% | $79,856-33.7% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.64%-76.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,227 | $1,945-36.9% | $2,541-51.7% | $2,471-50.3% |
| Participant deferral / active EE | $2,992 | $3,440-13.0% | $4,167-28.2% | $3,741-20.0% |
| Admin fee / account holder | $2,658 | $5,622-52.7% | $6,797-60.9% | $5,306-49.9% |