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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 | $50,951 | $95,383-46.6% | $185,837-72.6% | $85,856-40.7% |
| Participation rate | 62.1% | 68.8%-6.6pp | 81.7%-19.6pp | 69.3%-7.2pp |
| Annual return | 13.59% | 23.59%-10.0pp | 122.08%-108.5pp | 318.58%-305.0pp |
| Employer contribution / active EE | $1,041 | $3,313-68.6% | $5,168-79.9% | $2,565-59.4% |
| Participant deferral / active EE | $1,731 | $3,423-49.4% | $5,568-68.9% | $3,952-56.2% |
| Admin fee / account holder | $1,141 | $7,213-84.2% | $16,241-93.0% | $6,261-81.8% |