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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 | $56,276 | $101,778-44.7% | $164,975-65.9% | $80,925-30.5% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 16.42% | 16.73%-0.3pp | 70.12%-53.7pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,306 | $2,954-55.8% | $4,343-69.9% | $2,756-52.6% |
| Participant deferral / active EE | $2,201 | $4,477-50.8% | $6,033-63.5% | $4,299-48.8% |
| Admin fee / account holder | $6,275 | $8,221-23.7% | $12,688-50.5% | $6,940-9.6% |