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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 | $53,578 | $64,501-16.9% | $108,753-50.7% | $65,306-18.0% |
| Participation rate | 28.6% | 50.8%-22.2pp | 71.1%-42.5pp | 57.7%-29.1pp |
| Annual return | 14.59% | 21.09%-6.5pp | 37.47%-22.9pp | 21.94%-7.4pp |
| Employer contribution / active EE | $486 | $1,069-54.6% | $2,427-80.0% | $1,967-75.3% |
| Participant deferral / active EE | $1,533 | $2,401-36.1% | $4,115-62.7% | $2,959-48.2% |
| Admin fee / account holder | $323 | $4,971-93.5% | $10,320-96.9% | $3,480-90.7% |