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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 | $45,029 | $81,233-44.6% | $155,567-71.1% | $80,874-44.3% |
| Participation rate | 62.9% | 66.2%-3.4pp | 78.2%-15.3pp | 67.6%-4.8pp |
| Annual return | 14.09% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $869 | $3,101-72.0% | $4,674-81.4% | $2,756-68.5% |
| Participant deferral / active EE | $1,621 | $3,452-53.1% | $5,628-71.2% | $4,297-62.3% |
| Admin fee / account holder | $18,640 | $7,998+133.1% | $15,916+17.1% | $6,935+168.8% |