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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 | $56,585 | $106,749-47.0% | $145,433-61.1% | $82,448-31.4% |
| Participation rate | 44.7% | 75.6%-31.0pp | 82.1%-37.4pp | 68.1%-23.4pp |
| Annual return | 17.56% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,536 | $3,444-26.4% | $4,554-44.3% | $2,551-0.6% |
| Participant deferral / active EE | $5,017 | $6,519-23.0% | $7,897-36.5% | $4,139+21.2% |
| Admin fee / account holder | $3,867 | $8,390-53.9% | $13,129-70.5% | $7,234-46.5% |