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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 | $50,692 | $96,236-47.3% | $133,698-62.1% | $80,959-37.4% |
| Participation rate | 44.4% | 71.2%-26.8pp | 76.4%-32.0pp | 67.7%-23.2pp |
| Annual return | 12.76% | 28.74%-16.0pp | 580.90%-568.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,555 | $3,350-53.6% | $4,218-63.1% | $2,757-43.6% |
| Participant deferral / active EE | $2,717 | $5,709-52.4% | $7,016-61.3% | $4,300-36.8% |
| Admin fee / account holder | $7,673 | $8,250-7.0% | $6,703+14.5% | $6,925+10.8% |