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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 | $52,688 | $124,330-57.6% | $109,173-51.7% | $167,536-68.6% |
| Participation rate | 45.5% | 79.5%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 14.35% | 26.04%-11.7pp | 25.75%-11.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,286 | $4,209-69.4% | $3,723-65.5% | $4,839-73.4% |
| Participant deferral / active EE | $2,020 | $5,256-61.6% | $4,654-56.6% | $6,342-68.1% |
| Admin fee / account holder | $7,692 | $7,974-3.5% | $6,755+13.9% | $12,315-37.5% |