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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 | $57,408 | $100,194-42.7% | $122,979-53.3% | $86,983-34.0% |
| Participation rate | 31.5% | 73.0%-41.5pp | 77.2%-45.7pp | 69.5%-38.1pp |
| Annual return | 16.75% | 16.47%+0.3pp | 20.12%-3.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $773 | $2,326-66.7% | $3,062-74.7% | $2,584-70.1% |
| Participant deferral / active EE | $1,980 | $4,133-52.1% | $5,003-60.4% | $4,194-52.8% |
| Admin fee / account holder | $3,709 | $10,148-63.5% | $12,864-71.2% | $7,856-52.8% |