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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 | $72,657 | $75,541-3.8% | $152,093-52.2% | $82,637-12.1% |
| Participation rate | 20.0% | 66.5%-46.5pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 15.34% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $334 | $2,622-87.3% | $4,175-92.0% | $2,552-86.9% |
| Participant deferral / active EE | $1,380 | $3,206-56.9% | $5,451-74.7% | $4,126-66.5% |
| Admin fee / account holder | $859 | $6,405-86.6% | $14,497-94.1% | $7,339-88.3% |