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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 | $54,873 | $57,119-3.9% | $85,187-35.6% | $80,935-32.2% |
| Participation rate | 51.6% | 56.4%-4.8pp | 67.5%-15.9pp | 67.7%-16.1pp |
| Annual return | 12.90% | 21.70%-8.8pp | 66.67%-53.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $620 | $1,802-65.6% | $2,732-77.3% | $2,757-77.5% |
| Participant deferral / active EE | $3,438 | $3,115+10.4% | $4,525-24.0% | $4,299-20.0% |
| Admin fee / account holder | $11,594 | $4,990+132.3% | $6,162+88.2% | $6,924+67.4% |