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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 | $55,449 | $77,638-28.6% | $156,551-64.6% | $62,881-11.8% |
| Participation rate | 52.0% | 71.2%-19.2pp | 84.0%-32.0pp | 69.3%-17.3pp |
| Annual return | 5.83% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $738 | $3,444-78.6% | $5,501-86.6% | $2,281-67.6% |
| Participant deferral / active EE | $2,011 | $3,046-34.0% | $4,871-58.7% | $3,203-37.2% |
| Admin fee / account holder | $1,124 | $5,561-79.8% | $13,028-91.4% | $4,296-73.8% |