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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 | $86,050-10.1% | $189,758-59.2% | $94,015-17.7% |
| Participation rate | 31.0% | 68.9%-37.9pp | 79.8%-48.8pp | 70.8%-39.8pp |
| Annual return | 14.61% | 17.77%-3.2pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $764 | $2,819-72.9% | $4,767-84.0% | $2,790-72.6% |
| Participant deferral / active EE | $1,029 | $3,349-69.3% | $5,856-82.4% | $4,249-75.8% |
| Admin fee / account holder | $5,054 | $6,627-23.7% | $20,388-75.2% | $8,951-43.5% |