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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 | $50,717 | $101,950-50.3% | $125,529-59.6% | $86,983-41.7% |
| Participation rate | 57.9% | 70.2%-12.3pp | 74.7%-16.8pp | 69.5%-11.6pp |
| Annual return | 14.46% | 18.29%-3.8pp | 202.56%-188.1pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,603 | $2,358-32.0% | $3,058-47.6% | $2,584-38.0% |
| Participant deferral / active EE | $3,704 | $3,862-4.1% | $4,813-23.0% | $4,194-11.7% |
| Admin fee / account holder | $445 | $12,791-96.5% | $16,298-97.3% | $7,856-94.3% |