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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 | $54,000 | $78,668-31.4% | $109,152-50.5% | $85,854-37.1% |
| Participation rate | 25.8% | 68.3%-42.5pp | 75.9%-50.1pp | 69.3%-43.5pp |
| Annual return | 19.04% | 25.09%-6.1pp | 25.75%-6.7pp | 318.56%-299.5pp |
| Employer contribution / active EE | $1,202 | $2,733-56.0% | $3,722-67.7% | $2,565-53.1% |
| Participant deferral / active EE | $3,571 | $3,467+3.0% | $4,653-23.3% | $3,952-9.6% |
| Admin fee / account holder | $1,818 | $5,469-66.8% | $6,753-73.1% | $6,260-71.0% |