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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 | $69,263 | $81,504-15.0% | $102,437-32.4% | $80,959-14.4% |
| Participation rate | 55.0% | 66.9%-11.9pp | 74.5%-19.5pp | 67.7%-12.7pp |
| Annual return | 13.64% | 25.60%-12.0pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $917 | $3,104-70.5% | $3,871-76.3% | $2,757-66.8% |
| Participant deferral / active EE | $4,134 | $3,871+6.8% | $5,060-18.3% | $4,300-3.9% |
| Admin fee / account holder | $3,818 | $6,719-43.2% | $8,388-54.5% | $6,925-44.9% |