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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 | $77,220 | $89,259-13.5% | $107,187-28.0% | $82,637-6.6% |
| Participation rate | 48.5% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.6pp |
| Annual return | 15.15% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,906 | $3,080-38.1% | $3,782-49.6% | $2,552-25.3% |
| Participant deferral / active EE | $3,182 | $4,037-21.2% | $5,096-37.6% | $4,126-22.9% |
| Admin fee / account holder | $6,497 | $7,381-12.0% | $9,162-29.1% | $7,339-11.5% |