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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 | $77,358-3.7% | $102,184-27.1% | $87,485-14.9% |
| Participation rate | 33.3% | 78.7%-45.3pp | 82.6%-49.3pp | 68.9%-35.6pp |
| Annual return | 16.87% | 41.11%-24.2pp | 31.58%-14.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $939 | $2,562-63.4% | $3,594-73.9% | $2,596-63.8% |
| Participant deferral / active EE | $3,419 | $6,753-49.4% | $8,309-58.8% | $4,274-20.0% |
| Admin fee / account holder | $20,470 | $6,809+200.6% | $11,609+76.3% | $7,775+163.3% |