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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 | $94,436-46.3% | $115,599-56.1% | $82,637-38.6% |
| Participation rate | 57.9% | 70.4%-12.5pp | 74.3%-16.4pp | 68.1%-10.2pp |
| Annual return | 14.46% | 18.37%-3.9pp | 111.10%-96.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,603 | $2,324-31.0% | $2,955-45.8% | $2,552-37.2% |
| Participant deferral / active EE | $3,704 | $3,955-6.3% | $4,889-24.2% | $4,126-10.2% |
| Admin fee / account holder | $445 | $10,328-95.7% | $12,841-96.5% | $7,339-93.9% |