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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 | $46,430 | $102,422-54.7% | $147,117-68.4% | $80,959-42.7% |
| Participation rate | 52.2% | 75.9%-23.7pp | 82.2%-30.0pp | 67.7%-15.5pp |
| Annual return | 12.95% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,779 | $3,717-25.3% | $4,932-43.7% | $2,757+0.8% |
| Participant deferral / active EE | $5,557 | $6,652-16.5% | $8,065-31.1% | $4,300+29.2% |
| Admin fee / account holder | $1,015 | $7,953-87.2% | $12,993-92.2% | $6,925-85.3% |