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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 | $78,197-26.5% | $98,090-41.4% | $82,637-30.4% |
| Participation rate | 45.0% | 77.5%-32.5pp | 81.5%-36.5pp | 68.1%-23.1pp |
| Annual return | 16.05% | 40.25%-24.2pp | 37.05%-21.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,264 | $2,605-51.5% | $3,606-64.9% | $2,552-50.5% |
| Participant deferral / active EE | $3,063 | $6,636-53.8% | $7,845-61.0% | $4,126-25.8% |
| Admin fee / account holder | $3,498 | $14,832-76.4% | $11,815-70.4% | $7,339-52.3% |