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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 | $50,304 | $81,233-38.1% | $155,567-67.7% | $80,874-37.8% |
| Participation rate | 66.0% | 66.2%-0.3pp | 78.2%-12.2pp | 67.6%-1.7pp |
| Annual return | 12.66% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,004 | $3,101-67.6% | $4,674-78.5% | $2,756-63.6% |
| Participant deferral / active EE | $2,239 | $3,452-35.1% | $5,628-60.2% | $4,297-47.9% |
| Admin fee / account holder | $2,007 | $7,998-74.9% | $15,916-87.4% | $6,935-71.1% |