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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 | $57,596 | $58,493-1.5% | $84,023-31.5% | $72,976-21.1% |
| Participation rate | 37.9% | 61.2%-23.3pp | 69.0%-31.1pp | 69.5%-31.6pp |
| Annual return | 22.52% | 28.93%-6.4pp | 71.32%-48.8pp | 81.02%-58.5pp |
| Employer contribution / active EE | $541 | $1,163-53.5% | $1,984-72.8% | $2,440-77.8% |
| Participant deferral / active EE | $1,610 | $2,394-32.7% | $3,239-50.3% | $3,608-55.4% |
| Admin fee / account holder | $780 | $4,569-82.9% | $6,102-87.2% | $5,124-84.8% |