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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 | $63,640 | $73,787-13.8% | $98,716-35.5% | $82,448-22.8% |
| Participation rate | 10.0% | 61.4%-51.4pp | 69.3%-59.3pp | 68.1%-58.1pp |
| Annual return | 20.31% | 18.57%+1.7pp | 31.81%-11.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $379 | $1,511-74.9% | $2,279-83.4% | $2,551-85.2% |
| Participant deferral / active EE | $2,222 | $3,081-27.9% | $4,048-45.1% | $4,139-46.3% |
| Admin fee / account holder | $571 | $6,500-91.2% | $8,703-93.4% | $7,234-92.1% |