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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 | $58,258 | $81,358-28.4% | $155,556-62.5% | $80,959-28.0% |
| Participation rate | 47.4% | 66.3%-18.9pp | 78.2%-30.9pp | 67.7%-20.3pp |
| Annual return | 23.39% | 33.39%-10.0pp | 64.84%-41.4pp | 35.67%-12.3pp |
| Employer contribution / active EE | $1,823 | $3,106-41.3% | $4,675-61.0% | $2,757-33.9% |
| Participant deferral / active EE | $2,831 | $3,455-18.1% | $5,631-49.7% | $4,300-34.2% |
| Admin fee / account holder | $1,862 | $7,994-76.7% | $15,885-88.3% | $6,925-73.1% |