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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 | $50,050 | $54,757-8.6% | $90,304-44.6% | $72,975-31.4% |
| Participation rate | 53.3% | 65.2%-11.8pp | 73.3%-19.9pp | 69.5%-16.2pp |
| Annual return | 18.17% | 30.63%-12.5pp | 78.13%-60.0pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,053 | $2,093-49.7% | $2,855-63.1% | $2,440-56.9% |
| Participant deferral / active EE | $1,228 | $2,887-57.5% | $3,885-68.4% | $3,608-66.0% |
| Admin fee / account holder | $4,664 | $3,973+17.4% | $5,354-12.9% | $5,124-9.0% |