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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 | $94,031-46.1% | $115,768-56.2% | $82,448-38.5% |
| Participation rate | 57.9% | 70.4%-12.5pp | 74.4%-16.5pp | 68.1%-10.2pp |
| Annual return | 14.46% | 20.61%-6.1pp | 100.46%-86.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,603 | $2,323-31.0% | $2,940-45.5% | $2,551-37.2% |
| Participant deferral / active EE | $3,704 | $3,972-6.7% | $4,917-24.7% | $4,139-10.5% |
| Admin fee / account holder | $445 | $10,249-95.7% | $12,439-96.4% | $7,234-93.8% |