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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 | $57,485 | $77,358-25.7% | $102,184-43.7% | $87,485-34.3% |
| Participation rate | 45.0% | 78.7%-33.7pp | 82.6%-37.6pp | 68.9%-23.9pp |
| Annual return | 16.05% | 41.11%-25.1pp | 31.58%-15.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,264 | $2,562-50.7% | $3,594-64.8% | $2,596-51.3% |
| Participant deferral / active EE | $3,063 | $6,753-54.6% | $8,309-63.1% | $4,274-28.3% |
| Admin fee / account holder | $3,498 | $6,809-48.6% | $11,609-69.9% | $7,775-55.0% |