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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 | $46,211 | $161,352-71.4% | $134,172-65.6% | $137,256-66.3% |
| Participation rate | 68.2% | 78.3%-10.1pp | 72.5%-4.3pp | 80.0%-11.8pp |
| Annual return | 17.54% | 28.72%-11.2pp | 25.30%-7.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,953 | $4,099-52.3% | $3,420-42.9% | $4,156-53.0% |
| Participant deferral / active EE | $4,798 | $5,552-13.6% | $4,690+2.3% | $6,407-25.1% |
| Admin fee / account holder | $27,397 | $15,028+82.3% | $12,016+128.0% | $12,270+123.3% |