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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 | $45,444 | $117,859-61.4% | $102,438-55.6% | $145,959-68.9% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 10.82% | 31.72%-20.9pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,229 | $3,615-66.0% | $3,024-59.4% | $4,661-73.6% |
| Participant deferral / active EE | $4,659 | $5,732-18.7% | $5,054-7.8% | $6,689-30.3% |
| Admin fee / account holder | $3,231 | $13,318-75.7% | $9,448-65.8% | $13,398-75.9% |