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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 | $77,389 | $83,898-7.8% | $133,346-42.0% | $94,015-17.7% |
| Participation rate | 41.9% | 63.4%-21.5pp | 72.8%-31.0pp | 70.8%-28.9pp |
| Annual return | 14.34% | 16.00%-1.7pp | 36.85%-22.5pp | 17.84%-3.5pp |
| Employer contribution / active EE | $591 | $1,821-67.5% | $2,853-79.3% | $2,790-78.8% |
| Participant deferral / active EE | $1,915 | $3,245-41.0% | $4,332-55.8% | $4,249-54.9% |
| Admin fee / account holder | $2,507 | $7,809-67.9% | $14,264-82.4% | $8,951-72.0% |