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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 | $49,822 | $77,638-35.8% | $156,551-68.2% | $62,881-20.8% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.5pp | 69.3%-3.7pp |
| Annual return | 12.48% | 50.33%-37.8pp | 32.23%-19.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,931 | $3,444-43.9% | $5,501-64.9% | $2,281-15.4% |
| Participant deferral / active EE | $2,140 | $3,046-29.7% | $4,871-56.1% | $3,203-33.2% |
| Admin fee / account holder | $3,244 | $5,561-41.7% | $13,028-75.1% | $4,296-24.5% |