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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 | $51,706 | $101,798-49.2% | $165,071-68.7% | $80,935-36.1% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.7%-1.9pp |
| Annual return | 12.43% | 16.73%-4.3pp | 70.17%-57.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,591 | $2,954-46.2% | $4,347-63.4% | $2,757-42.3% |
| Participant deferral / active EE | $2,988 | $4,476-33.3% | $6,035-50.5% | $4,299-30.5% |
| Admin fee / account holder | $3,008 | $8,221-63.4% | $12,695-76.3% | $6,924-56.6% |