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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 | $50,178 | $37,446+34.0% | $77,552-35.3% | $79,856-37.2% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 16.21% | 39.76%-23.5pp | 54.82%-38.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $302 | $637-52.6% | $987-69.4% | $2,471-87.8% |
| Participant deferral / active EE | $1,990 | $1,261+57.8% | $1,861+6.9% | $3,741-46.8% |
| Admin fee / account holder | $3,499 | $2,506+39.6% | $2,859+22.4% | $5,306-34.1% |