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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 | $77,392 | $78,690-1.6% | $161,489-52.1% | $87,485-11.5% |
| Participation rate | 31.0% | 67.5%-36.4pp | 78.7%-47.7pp | 68.9%-37.9pp |
| Annual return | 14.61% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $764 | $2,588-70.5% | $4,268-82.1% | $2,596-70.6% |
| Participant deferral / active EE | $1,029 | $3,311-68.9% | $5,630-81.7% | $4,274-75.9% |
| Admin fee / account holder | $5,054 | $6,724-24.8% | $16,006-68.4% | $7,775-35.0% |