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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 | $54,358 | $91,198-40.4% | $178,503-69.5% | $79,856-31.9% |
| Participation rate | 24.0% | 69.2%-45.2pp | 81.9%-57.9pp | 69.6%-45.6pp |
| Annual return | 19.08% | 24.20%-5.1pp | 151.12%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,461 | $3,257-55.1% | $5,011-70.9% | $2,471-40.9% |
| Participant deferral / active EE | $2,127 | $3,237-34.3% | $5,202-59.1% | $3,741-43.1% |
| Admin fee / account holder | $881 | $6,748-86.9% | $13,987-93.7% | $5,306-83.4% |