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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 | $55,974 | $81,276-31.1% | $155,574-64.0% | $80,925-30.8% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.7%-11.2pp |
| Annual return | 11.39% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $768 | $3,103-75.2% | $4,676-83.6% | $2,756-72.1% |
| Participant deferral / active EE | $1,891 | $3,453-45.2% | $5,629-66.4% | $4,299-56.0% |
| Admin fee / account holder | $1,939 | $7,993-75.7% | $15,914-87.8% | $6,940-72.1% |