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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 | $65,246-17.9% | $98,716-45.7% | $67,986-21.2% |
| Participation rate | 28.6% | 51.4%-22.9pp | 69.3%-40.7pp | 57.2%-28.6pp |
| Annual return | 14.59% | 20.58%-6.0pp | 31.81%-17.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $486 | $1,042-53.4% | $2,279-78.7% | $2,019-75.9% |
| Participant deferral / active EE | $1,533 | $2,594-40.9% | $4,048-62.1% | $3,358-54.3% |
| Admin fee / account holder | $323 | $4,561-92.9% | $8,703-96.3% | $3,203-89.9% |