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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 | $44,346 | $78,707-43.7% | $117,861-62.4% | $70,126-36.8% |
| Participation rate | 61.5% | 73.2%-11.7pp | 79.7%-18.1pp | 69.5%-8.0pp |
| Annual return | 13.86% | 23.30%-9.4pp | 335.11%-321.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $973 | $2,223-56.2% | $3,786-74.3% | $2,343-58.5% |
| Participant deferral / active EE | $1,664 | $3,297-49.5% | $4,482-62.9% | $3,332-50.1% |
| Admin fee / account holder | $6,747 | $5,066+33.2% | $8,021-15.9% | $4,645+45.2% |