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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 | $49,879 | $57,119-12.7% | $85,187-41.4% | $80,935-38.4% |
| Participation rate | 32.9% | 56.4%-23.5pp | 67.5%-34.6pp | 67.7%-34.7pp |
| Annual return | 16.09% | 21.70%-5.6pp | 66.67%-50.6pp | 35.66%-19.6pp |
| Employer contribution / active EE | $832 | $1,802-53.8% | $2,732-69.5% | $2,757-69.8% |
| Participant deferral / active EE | $1,514 | $3,115-51.4% | $4,525-66.5% | $4,299-64.8% |
| Admin fee / account holder | $5,387 | $4,990+8.0% | $6,162-12.6% | $6,924-22.2% |