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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 | $28,200 | $89,364-68.4% | $141,177-80.0% | $72,983-61.4% |
| Participation rate | 51.4% | 75.1%-23.7pp | 82.5%-31.1pp | 69.5%-18.1pp |
| Annual return | 22.70% | 111.86%-89.2pp | 71.40%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,918 | $3,115-38.4% | $4,736-59.5% | $2,440-21.4% |
| Participant deferral / active EE | $3,743 | $5,419-30.9% | $6,710-44.2% | $3,608+3.7% |
| Admin fee / account holder | $4,024 | $5,959-32.5% | $10,263-60.8% | $5,124-21.5% |