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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 | $95,404-39.8% | $113,397-49.4% | $82,637-30.5% |
| Participation rate | 31.5% | 72.8%-41.3pp | 76.5%-45.0pp | 68.1%-36.6pp |
| Annual return | 16.75% | 19.08%-2.3pp | 23.20%-6.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $773 | $2,307-66.5% | $2,977-74.0% | $2,552-69.7% |
| Participant deferral / active EE | $1,980 | $4,220-53.1% | $5,076-61.0% | $4,126-52.0% |
| Admin fee / account holder | $3,709 | $9,168-59.5% | $11,957-69.0% | $7,339-49.5% |