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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 | $57,061-3.8% | $85,063-35.5% | $80,911-32.2% |
| Participation rate | 51.6% | 56.3%-4.8pp | 67.5%-15.9pp | 67.6%-16.1pp |
| Annual return | 12.90% | 21.66%-8.8pp | 66.54%-53.6pp | 35.63%-22.7pp |
| Employer contribution / active EE | $620 | $1,799-65.5% | $2,727-77.2% | $2,756-77.5% |
| Participant deferral / active EE | $3,438 | $3,110+10.5% | $4,523-24.0% | $4,297-20.0% |
| Admin fee / account holder | $11,594 | $4,986+132.5% | $6,155+88.4% | $6,935+67.2% |