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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 | $54,103 | $105,623-48.8% | $87,502-38.2% | $273,972-80.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 9.48% | 12.26%-2.8pp | 12.21%-2.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $977 | $3,141-68.9% | $2,550-61.7% | $4,869-79.9% |
| Participant deferral / active EE | $3,375 | $3,601-6.3% | $3,149+7.2% | $5,287-36.2% |
| Admin fee / account holder | $360 | $4,781-92.5% | $4,221-91.5% | $10,133-96.4% |