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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 | $58,697 | $167,415-64.9% | $140,514-58.2% | $198,609-70.4% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 14.27% | 13.85%+0.4pp | 14.36%-0.1pp | 202.70%-188.4pp |
| Employer contribution / active EE | $2,021 | $4,088-50.6% | $3,378-40.2% | $5,055-60.0% |
| Participant deferral / active EE | $5,040 | $5,579-9.7% | $4,919+2.5% | $6,977-27.8% |
| Admin fee / account holder | $622 | $16,730-96.3% | $13,697-95.5% | $19,030-96.7% |