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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 | $42,052 | $63,082-33.3% | $81,716-48.5% | $79,852-47.3% |
| Participation rate | 31.4% | 67.5%-36.1pp | 72.0%-40.6pp | 69.6%-38.2pp |
| Annual return | 11.58% | 22.66%-11.1pp | 29.49%-17.9pp | 31.72%-20.1pp |
| Employer contribution / active EE | $654 | $1,795-63.5% | $4,310-84.8% | $2,471-73.5% |
| Participant deferral / active EE | $1,252 | $2,780-55.0% | $7,108-82.4% | $3,740-66.5% |
| Admin fee / account holder | $2,495 | $4,428-43.7% | $5,159-51.6% | $5,306-53.0% |