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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 | $36,289 | $55,930-35.1% | $76,089-52.3% | $80,925-55.2% |
| Participation rate | 56.3% | 62.1%-5.8pp | 69.1%-12.8pp | 67.7%-11.4pp |
| Annual return | 11.00% | 20.58%-9.6pp | 360.94%-349.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,274 | $1,866-31.8% | $2,690-52.7% | $2,756-53.8% |
| Participant deferral / active EE | $2,028 | $3,051-33.5% | $4,259-52.4% | $4,299-52.8% |
| Admin fee / account holder | $6,072 | $5,241+15.9% | $6,418-5.4% | $6,940-12.5% |