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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 | $56,112 | $96,731-42.0% | $123,973-54.7% | $86,983-35.5% |
| Participation rate | 23.8% | 70.0%-46.2pp | 76.7%-52.8pp | 69.5%-45.7pp |
| Annual return | 22.47% | 17.33%+5.1pp | 388.13%-365.7pp | 25.83%-3.4pp |
| Employer contribution / active EE | $1,187 | $3,297-64.0% | $4,126-71.2% | $2,584-54.1% |
| Participant deferral / active EE | $2,920 | $4,152-29.7% | $5,247-44.3% | $4,194-30.4% |
| Admin fee / account holder | $791 | $8,722-90.9% | $11,799-93.3% | $7,856-89.9% |