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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 | $74,486 | $78,520-5.1% | $96,576-22.9% | $82,448-9.7% |
| Participation rate | 33.3% | 77.7%-44.4pp | 81.4%-48.1pp | 68.1%-34.7pp |
| Annual return | 16.87% | 41.30%-24.4pp | 38.47%-21.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $939 | $2,630-64.3% | $3,553-73.6% | $2,551-63.2% |
| Participant deferral / active EE | $3,419 | $6,754-49.4% | $7,956-57.0% | $4,139-17.4% |
| Admin fee / account holder | $20,470 | $13,455+52.1% | $11,381+79.9% | $7,234+183.0% |