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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 | $63,456-15.6% | $100,712-46.8% | $64,097-16.4% |
| Participation rate | 28.6% | 49.7%-21.1pp | 69.3%-40.7pp | 55.2%-26.6pp |
| Annual return | 14.59% | 19.65%-5.1pp | 33.27%-18.7pp | 34.64%-20.1pp |
| Employer contribution / active EE | $486 | $1,003-51.5% | $2,313-79.0% | $1,891-74.3% |
| Participant deferral / active EE | $1,533 | $2,463-37.8% | $4,085-62.5% | $3,080-50.2% |
| Admin fee / account holder | $323 | $4,808-93.3% | $9,256-96.5% | $3,454-90.6% |