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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 | $72,281 | $72,2690% | $101,271-28.6% | $79,852-9.5% |
| Participation rate | 45.5% | 68.5%-23.0pp | 75.8%-30.4pp | 69.6%-24.2pp |
| Annual return | 22.13% | 22.29%-0.2pp | 46.48%-24.3pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,303 | $2,692-51.6% | $3,660-64.4% | $2,471-47.3% |
| Participant deferral / active EE | $1,554 | $3,282-52.6% | $4,371-64.4% | $3,740-58.5% |
| Admin fee / account holder | $4,966 | $4,401+12.8% | $5,948-16.5% | $5,306-6.4% |