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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 | $51,833 | $107,733-51.9% | $92,985-44.3% | $154,746-66.5% |
| Participation rate | 57.1% | 74.6%-17.4pp | 69.5%-12.3pp | 80.7%-23.6pp |
| Annual return | 13.78% | 30.39%-16.6pp | 27.99%-14.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,519 | $3,126-51.4% | $2,662-43.0% | $4,379-65.3% |
| Participant deferral / active EE | $2,141 | $5,053-57.6% | $4,377-51.1% | $6,730-68.2% |
| Admin fee / account holder | $3,222 | $11,369-71.7% | $9,463-66.0% | $14,365-77.6% |