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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 | $81,358-44.7% | $155,556-71.1% | $80,959-44.4% |
| Participation rate | 62.9% | 66.3%-3.4pp | 78.2%-15.4pp | 67.7%-4.8pp |
| Annual return | 14.09% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $869 | $3,106-72.0% | $4,675-81.4% | $2,757-68.5% |
| Participant deferral / active EE | $1,621 | $3,455-53.1% | $5,631-71.2% | $4,300-62.3% |
| Admin fee / account holder | $18,640 | $7,994+133.2% | $15,885+17.3% | $6,925+169.2% |