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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 | $54,136 | $57,073-5.1% | $85,126-36.4% | $80,925-33.1% |
| Participation rate | 36.7% | 56.4%-19.7pp | 67.5%-30.9pp | 67.7%-31.0pp |
| Annual return | 12.59% | 21.69%-9.1pp | 66.63%-54.0pp | 35.65%-23.1pp |
| Employer contribution / active EE | $598 | $1,801-66.8% | $2,731-78.1% | $2,756-78.3% |
| Participant deferral / active EE | $2,393 | $3,113-23.1% | $4,523-47.1% | $4,299-44.3% |
| Admin fee / account holder | $5,665 | $4,988+13.6% | $6,160-8.0% | $6,940-18.4% |