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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 | $58,420 | $48,284+21.0% | $67,524-13.5% | $80,911-27.8% |
| Participation rate | 53.1% | 66.4%-13.3pp | 72.9%-19.8pp | 67.6%-14.5pp |
| Annual return | 17.88% | 18.27%-0.4pp | 3519.41%-3501.5pp | 35.63%-17.7pp |
| Employer contribution / active EE | $1,055 | $2,021-47.8% | $2,734-61.4% | $2,756-61.7% |
| Participant deferral / active EE | $3,256 | $2,927+11.2% | $4,001-18.6% | $4,297-24.2% |
| Admin fee / account holder | $723 | $3,688-80.4% | $4,001-81.9% | $6,935-89.6% |