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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 | $81,262-28.3% | $155,602-62.6% | $80,911-28.0% |
| Participation rate | 47.4% | 66.2%-18.9pp | 78.2%-30.8pp | 67.6%-20.3pp |
| Annual return | 23.39% | 33.34%-10.0pp | 64.81%-41.4pp | 35.63%-12.2pp |
| Employer contribution / active EE | $1,823 | $3,102-41.2% | $4,675-61.0% | $2,756-33.9% |
| Participant deferral / active EE | $2,831 | $3,451-18.0% | $5,629-49.7% | $4,297-34.1% |
| Admin fee / account holder | $1,862 | $7,992-76.7% | $15,923-88.3% | $6,935-73.2% |