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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 | $57,940 | $84,236-31.2% | $170,435-66.0% | $70,126-17.4% |
| Participation rate | 44.3% | 70.8%-26.5pp | 83.6%-39.3pp | 69.5%-25.2pp |
| Annual return | 12.72% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,127 | $3,387-66.7% | $5,432-79.2% | $2,343-51.9% |
| Participant deferral / active EE | $2,195 | $3,086-28.9% | $4,939-55.6% | $3,332-34.1% |
| Admin fee / account holder | $1,264 | $5,698-77.8% | $13,881-90.9% | $4,645-72.8% |