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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 | $55,736 | $46,534+19.8% | $64,097-13.0% | $75,177-25.9% |
| Participation rate | 28.9% | 65.9%-37.1pp | 72.3%-43.4pp | 67.2%-38.3pp |
| Annual return | 17.61% | 26.07%-8.5pp | 33.75%-16.1pp | 160.75%-143.1pp |
| Employer contribution / active EE | $1,346 | $1,976-31.9% | $2,750-51.1% | $2,671-49.6% |
| Participant deferral / active EE | $2,136 | $2,835-24.7% | $3,881-45.0% | $4,126-48.2% |
| Admin fee / account holder | $1,429 | $2,957-51.7% | $3,070-53.5% | $5,651-74.7% |