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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 | $51,072 | $78,690-35.1% | $161,489-68.4% | $87,485-41.6% |
| Participation rate | 53.7% | 67.5%-13.8pp | 78.7%-25.0pp | 68.9%-15.3pp |
| Annual return | 17.15% | 32.74%-15.6pp | 89.72%-72.6pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,221 | $2,588-52.8% | $4,268-71.4% | $2,596-53.0% |
| Participant deferral / active EE | $1,602 | $3,311-51.6% | $5,630-71.5% | $4,274-62.5% |
| Admin fee / account holder | $949 | $6,724-85.9% | $16,006-94.1% | $7,775-87.8% |