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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 | $78,520-26.8% | $96,576-40.5% | $82,448-30.3% |
| Participation rate | 45.0% | 77.7%-32.7pp | 81.4%-36.4pp | 68.1%-23.1pp |
| Annual return | 16.05% | 41.30%-25.3pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,264 | $2,630-51.9% | $3,553-64.4% | $2,551-50.4% |
| Participant deferral / active EE | $3,063 | $6,754-54.7% | $7,956-61.5% | $4,139-26.0% |
| Admin fee / account holder | $3,498 | $13,455-74.0% | $11,381-69.3% | $7,234-51.6% |