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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 | $53,751 | $54,541-1.4% | $78,778-31.8% | $70,126-23.4% |
| Participation rate | 37.9% | 60.8%-22.9pp | 69.2%-31.3pp | 69.5%-31.6pp |
| Annual return | 15.66% | 21.07%-5.4pp | 35.62%-20.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,114 | $1,089+2.3% | $1,986-43.9% | $2,343-52.5% |
| Participant deferral / active EE | $2,896 | $2,210+31.0% | $2,958-2.1% | $3,332-13.1% |
| Admin fee / account holder | $13,554 | $3,709+265.5% | $5,134+164.0% | $4,645+191.8% |