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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 | $27,068 | $54,757-50.6% | $90,304-70.0% | $72,975-62.9% |
| Participation rate | 52.0% | 65.2%-13.1pp | 73.3%-21.2pp | 69.5%-17.4pp |
| Annual return | 21.68% | 30.63%-9.0pp | 78.13%-56.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $779 | $2,093-62.8% | $2,855-72.7% | $2,440-68.1% |
| Participant deferral / active EE | $2,090 | $2,887-27.6% | $3,885-46.2% | $3,608-42.1% |
| Admin fee / account holder | $2,223 | $3,973-44.1% | $5,354-58.5% | $5,124-56.6% |