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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 | $59,211 | $90,486-34.6% | $78,676-24.7% | $273,972-78.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.98% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $79 | $3,175-97.5% | $2,850-97.2% | $4,869-98.4% |
| Participant deferral / active EE | $2,951 | $3,901-24.4% | $3,517-16.1% | $5,287-44.2% |
| Admin fee / account holder | $1,717 | $5,263-67.4% | $4,510-61.9% | $10,133-83.1% |