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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 | $45,777 | $66,673-31.3% | $203,872-77.5% | $65,306-29.9% |
| Participation rate | 46.3% | 53.8%-7.5pp | 77.8%-31.5pp | 57.7%-11.4pp |
| Annual return | 14.33% | 15.81%-1.5pp | 85.11%-70.8pp | 21.94%-7.6pp |
| Employer contribution / active EE | $2,344 | $1,702+37.8% | $3,757-37.6% | $1,967+19.2% |
| Participant deferral / active EE | $4,295 | $2,944+45.9% | $6,388-32.8% | $2,959+45.1% |
| Admin fee / account holder | $5,935 | $5,686+4.4% | $11,730-49.4% | $3,480+70.5% |