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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 | $48,398 | $64,324-24.8% | $118,914-59.3% | $79,856-39.4% |
| Participation rate | 60.0% | 64.9%-4.9pp | 75.4%-15.4pp | 69.6%-9.6pp |
| Annual return | 11.62% | 86.45%-74.8pp | 35.89%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,124 | $1,836-38.8% | $3,264-65.6% | $2,471-54.5% |
| Participant deferral / active EE | $3,930 | $2,824+39.2% | $4,266-7.9% | $3,741+5.1% |
| Admin fee / account holder | $2,616 | $4,040-35.3% | $6,582-60.3% | $5,306-50.7% |