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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 | $55,964 | $86,050-35.0% | $189,758-70.5% | $94,015-40.5% |
| Participation rate | 47.6% | 68.9%-21.3pp | 79.8%-32.2pp | 70.8%-23.2pp |
| Annual return | 22.39% | 17.77%+4.6pp | 52.62%-30.2pp | 17.84%+4.5pp |
| Employer contribution / active EE | $752 | $2,819-73.3% | $4,767-84.2% | $2,790-73.1% |
| Participant deferral / active EE | $2,221 | $3,349-33.7% | $5,856-62.1% | $4,249-47.7% |
| Admin fee / account holder | $619 | $6,627-90.7% | $20,388-97.0% | $8,951-93.1% |