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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 | $49,841 | $67,411-26.1% | $91,004-45.2% | $70,126-28.9% |
| Participation rate | 45.0% | 71.4%-26.4pp | 75.6%-30.6pp | 69.5%-24.5pp |
| Annual return | 16.80% | -40.16%+57.0pp | 4.60%+12.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,055 | $1,786-40.9% | $2,456-57.0% | $2,343-54.9% |
| Participant deferral / active EE | $1,651 | $2,823-41.5% | $3,548-53.5% | $3,332-50.5% |
| Admin fee / account holder | $3,396 | $4,236-19.8% | $5,417-37.3% | $4,645-26.9% |