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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 | $51,558 | $55,457-7.0% | $77,361-33.4% | $94,015-45.2% |
| Participation rate | 20.7% | 69.8%-49.1pp | 75.0%-54.3pp | 70.8%-50.1pp |
| Annual return | 12.27% | 15.57%-3.3pp | 1011.54%-999.3pp | 17.84%-5.6pp |
| Employer contribution / active EE | $912 | $2,255-59.5% | $2,990-69.5% | $2,790-67.3% |
| Participant deferral / active EE | $1,572 | $3,069-48.8% | $3,911-59.8% | $4,249-63.0% |
| Admin fee / account holder | $7,595 | $4,334+75.2% | $5,894+28.9% | $8,951-15.2% |