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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 | $57,967 | $81,276-28.7% | $155,574-62.7% | $80,925-28.4% |
| Participation rate | 53.0% | 66.2%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 12.14% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $437 | $3,103-85.9% | $4,676-90.7% | $2,756-84.2% |
| Participant deferral / active EE | $2,649 | $3,453-23.3% | $5,629-52.9% | $4,299-38.4% |
| Admin fee / account holder | $10,222 | $7,993+27.9% | $15,914-35.8% | $6,940+47.3% |