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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 | $57,140-5.3% | $85,240-36.5% | $80,959-33.1% |
| Participation rate | 36.7% | 56.4%-19.7pp | 67.5%-30.9pp | 67.7%-31.0pp |
| Annual return | 12.59% | 21.71%-9.1pp | 66.75%-54.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $598 | $1,802-66.8% | $2,735-78.2% | $2,757-78.3% |
| Participant deferral / active EE | $2,393 | $3,115-23.2% | $4,527-47.2% | $4,300-44.4% |
| Admin fee / account holder | $5,665 | $4,992+13.5% | $6,165-8.1% | $6,925-18.2% |