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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 | $57,807 | $81,276-28.9% | $155,574-62.8% | $80,925-28.6% |
| Participation rate | 50.8% | 66.2%-15.4pp | 78.2%-27.4pp | 67.7%-16.8pp |
| Annual return | 18.47% | 33.36%-14.9pp | 64.87%-46.4pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,175 | $3,103-29.9% | $4,676-53.5% | $2,756-21.1% |
| Participant deferral / active EE | $2,479 | $3,453-28.2% | $5,629-56.0% | $4,299-42.3% |
| Admin fee / account holder | $46,756 | $7,993+484.9% | $15,914+193.8% | $6,940+573.7% |