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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 | $76,926 | $81,262-5.3% | $155,602-50.6% | $80,911-4.9% |
| Participation rate | 37.0% | 66.2%-29.2pp | 78.2%-41.2pp | 67.6%-30.6pp |
| Annual return | 14.76% | 33.34%-18.6pp | 64.81%-50.0pp | 35.63%-20.9pp |
| Employer contribution / active EE | $989 | $3,102-68.1% | $4,675-78.8% | $2,756-64.1% |
| Participant deferral / active EE | $2,957 | $3,451-14.3% | $5,629-47.5% | $4,297-31.2% |
| Admin fee / account holder | $938 | $7,992-88.3% | $15,923-94.1% | $6,935-86.5% |