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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 | $61,286 | $83,843-26.9% | $123,973-50.6% | $65,306-6.2% |
| Participation rate | 45.7% | 56.0%-10.3pp | 76.7%-31.0pp | 57.7%-12.0pp |
| Annual return | 19.75% | 19.87%-0.1pp | 388.13%-368.4pp | 21.94%-2.2pp |
| Employer contribution / active EE | $1,685 | $2,873-41.4% | $4,126-59.2% | $1,967-14.4% |
| Participant deferral / active EE | $2,963 | $2,997-1.1% | $5,247-43.5% | $2,959+0.1% |
| Admin fee / account holder | $1,453 | $4,735-69.3% | $11,799-87.7% | $3,480-58.2% |