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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 | $51,319 | $102,429-49.9% | $147,096-65.1% | $80,925-36.6% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 12.25% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,620 | $3,716-56.4% | $4,936-67.2% | $2,756-41.2% |
| Participant deferral / active EE | $3,691 | $6,649-44.5% | $8,071-54.3% | $4,299-14.1% |
| Admin fee / account holder | $3,711 | $7,957-53.4% | $13,005-71.5% | $6,940-46.5% |