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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 | $55,088 | $60,349-8.7% | $74,184-25.7% | $62,881-12.4% |
| Participation rate | 12.8% | 72.7%-60.0pp | 76.6%-63.9pp | 69.3%-56.5pp |
| Annual return | 5.31% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $495 | $1,680-70.5% | $2,370-79.1% | $2,281-78.3% |
| Participant deferral / active EE | $1,303 | $2,856-54.4% | $3,550-63.3% | $3,203-59.3% |
| Admin fee / account holder | $655 | $4,261-84.6% | $5,586-88.3% | $4,296-84.8% |