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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 | $54,499 | $140,578-61.2% | $100,671-45.9% | $125,388-56.5% |
| Participation rate | 27.3% | 80.4%-53.1pp | 70.7%-43.4pp | 83.2%-55.9pp |
| Annual return | -1.69% | 24.67%-26.4pp | 20.43%-22.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $536 | $5,965-91.0% | $4,012-86.6% | $4,866-89.0% |
| Participant deferral / active EE | $894 | $3,981-77.5% | $3,144-71.6% | $5,352-83.3% |
| Admin fee / account holder | $1,600 | $6,716-76.2% | $4,850-67.0% | $9,541-83.2% |