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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 | $44,801 | $89,515-50.0% | $103,065-56.5% | $80,959-44.7% |
| Participation rate | 43.1% | 76.0%-32.9pp | 80.6%-37.5pp | 67.7%-24.6pp |
| Annual return | 59.28% | 22.82%+36.5pp | 23.95%+35.3pp | 35.67%+23.6pp |
| Employer contribution / active EE | $1,943 | $4,015-51.6% | $4,675-58.4% | $2,757-29.5% |
| Participant deferral / active EE | $1,815 | $5,463-66.8% | $6,625-72.6% | $4,300-57.8% |
| Admin fee / account holder | $4,349 | $6,527-33.4% | $9,349-53.5% | $6,925-37.2% |