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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 | $44,937 | $81,233-44.7% | $155,567-71.1% | $80,874-44.4% |
| Participation rate | 61.4% | 66.2%-4.9pp | 78.2%-16.8pp | 67.6%-6.3pp |
| Annual return | 19.04% | 33.33%-14.3pp | 64.74%-45.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $2,756 | $3,101-11.1% | $4,674-41.0% | $2,7560% |
| Participant deferral / active EE | $4,742 | $3,452+37.3% | $5,628-15.7% | $4,297+10.3% |
| Admin fee / account holder | $1,033 | $7,998-87.1% | $15,916-93.5% | $6,935-85.1% |