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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 | $56,894 | $62,549-9.0% | $85,705-33.6% | $85,851-33.7% |
| Participation rate | 26.0% | 61.1%-35.1pp | 69.9%-43.8pp | 69.3%-43.3pp |
| Annual return | 16.96% | 23.77%-6.8pp | 21.49%-4.5pp | 318.63%-301.7pp |
| Employer contribution / active EE | $913 | $1,755-48.0% | $2,619-65.2% | $2,565-64.4% |
| Participant deferral / active EE | $1,578 | $2,802-43.7% | $3,924-59.8% | $3,952-60.1% |
| Admin fee / account holder | $3,384 | $4,644-27.1% | $6,877-50.8% | $6,261-45.9% |