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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 | $57,073-3.9% | $85,126-35.5% | $80,925-32.2% |
| Participation rate | 51.6% | 56.4%-4.8pp | 67.5%-15.9pp | 67.7%-16.1pp |
| Annual return | 12.90% | 21.69%-8.8pp | 66.63%-53.7pp | 35.65%-22.7pp |
| Employer contribution / active EE | $620 | $1,801-65.5% | $2,731-77.3% | $2,756-77.5% |
| Participant deferral / active EE | $3,438 | $3,113+10.5% | $4,523-24.0% | $4,299-20.0% |
| Admin fee / account holder | $11,594 | $4,988+132.5% | $6,160+88.2% | $6,940+67.1% |