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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 | $45,822 | $125,797-63.6% | $170,043-73.1% | $75,173-39.0% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.0%-27.0pp | 67.2%-7.2pp |
| Annual return | 15.71% | 27.20%-11.5pp | 53.40%-37.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,506 | $4,616-67.4% | $6,790-77.8% | $2,671-43.6% |
| Participant deferral / active EE | $4,949 | $6,838-27.6% | $10,410-52.5% | $4,126+19.9% |
| Admin fee / account holder | $7,421 | $8,177-9.2% | $12,824-42.1% | $5,651+31.3% |