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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 | $56,515 | $106,588-47.0% | $94,215-40.0% | $155,188-63.6% |
| Participation rate | 22.7% | 74.3%-51.6pp | 70.0%-47.2pp | 80.8%-58.1pp |
| Annual return | 8.50% | 29.39%-20.9pp | 28.22%-19.7pp | 148.84%-140.3pp |
| Employer contribution / active EE | $729 | $3,080-76.3% | $2,675-72.7% | $4,248-82.8% |
| Participant deferral / active EE | $1,179 | $4,802-75.4% | $4,276-72.4% | $6,531-81.9% |
| Admin fee / account holder | $20,103 | $12,281+63.7% | $10,216+96.8% | $14,480+38.8% |