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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 | $69,855 | $81,233-14.0% | $155,567-55.1% | $80,874-13.6% |
| Participation rate | 53.1% | 66.2%-13.2pp | 78.2%-25.1pp | 67.6%-14.6pp |
| Annual return | 55.07% | 33.33%+21.7pp | 64.74%-9.7pp | 35.62%+19.4pp |
| Employer contribution / active EE | $1,550 | $3,101-50.0% | $4,674-66.8% | $2,756-43.7% |
| Participant deferral / active EE | $3,416 | $3,452-1.1% | $5,628-39.3% | $4,297-20.5% |
| Admin fee / account holder | $862 | $7,998-89.2% | $15,916-94.6% | $6,935-87.6% |