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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 | $53,349 | $88,672-39.8% | $105,223-49.3% | $82,448-35.3% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 15.09% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,936 | $3,048-36.5% | $3,689-47.5% | $2,551-24.1% |
| Participant deferral / active EE | $4,215 | $4,036+4.4% | $5,072-16.9% | $4,139+1.8% |
| Admin fee / account holder | $3,111 | $7,146-56.5% | $8,859-64.9% | $7,234-57.0% |