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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 | $52,136 | $65,367-20.2% | $92,915-43.9% | $72,976-28.6% |
| Participation rate | 30.9% | 68.3%-37.4pp | 76.0%-45.1pp | 69.5%-38.6pp |
| Annual return | 19.84% | 42.11%-22.3pp | 109.45%-89.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $1,098 | $2,594-57.7% | $3,653-69.9% | $2,440-55.0% |
| Participant deferral / active EE | $1,951 | $3,128-37.6% | $4,238-54.0% | $3,608-45.9% |
| Admin fee / account holder | $1,459 | $4,251-65.7% | $5,796-74.8% | $5,124-71.5% |