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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 | $67,588 | $58,311+15.9% | $81,882-17.5% | $80,959-16.5% |
| Participation rate | 49.2% | 63.5%-14.3pp | 72.4%-23.2pp | 67.7%-18.5pp |
| Annual return | 11.77% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,083 | $2,347-53.8% | $2,916-62.8% | $2,757-60.7% |
| Participant deferral / active EE | $2,301 | $3,287-30.0% | $4,323-46.8% | $4,300-46.5% |
| Admin fee / account holder | $2,884 | $4,752-39.3% | $7,360-60.8% | $6,925-58.4% |