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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 | $56,466 | $93,346-39.5% | $71,796-21.4% | $273,972-79.4% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 83.0%-45.5pp |
| Annual return | 7.78% | 130.39%-122.6pp | 78.04%-70.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $593 | $2,733-78.3% | $1,924-69.2% | $4,869-87.8% |
| Participant deferral / active EE | $2,793 | $3,475-19.6% | $2,794-0.1% | $5,287-47.2% |
| Admin fee / account holder | $1,133 | $6,571-82.8% | $4,815-76.5% | $10,133-88.8% |