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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 | $51,802 | $80,992-36.0% | $96,534-46.3% | $75,173-31.1% |
| Participation rate | 60.4% | 71.8%-11.4pp | 76.0%-15.6pp | 67.2%-6.8pp |
| Annual return | 16.85% | 27.05%-10.2pp | 25.88%-9.0pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,354 | $2,283-40.7% | $2,965-54.3% | $2,671-49.3% |
| Participant deferral / active EE | $2,814 | $3,929-28.4% | $4,851-42.0% | $4,126-31.8% |
| Admin fee / account holder | $4,062 | $6,717-39.5% | $8,253-50.8% | $5,651-28.1% |