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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 | $66,445 | $83,485-20.4% | $125,180-46.9% | $72,983-9.0% |
| Participation rate | 54.1% | 73.3%-19.3pp | 79.8%-25.7pp | 69.5%-15.4pp |
| Annual return | 16.81% | 25.78%-9.0pp | 43.79%-27.0pp | 81.01%-64.2pp |
| Employer contribution / active EE | $909 | $2,346-61.2% | $3,866-76.5% | $2,440-62.7% |
| Participant deferral / active EE | $2,472 | $3,586-31.1% | $4,937-49.9% | $3,608-31.5% |
| Admin fee / account holder | $1,402 | $5,518-74.6% | $9,703-85.5% | $5,124-72.6% |