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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 | $79,938 | $87,059-8.2% | $105,608-24.3% | $80,925-1.2% |
| Participation rate | 44.7% | 70.4%-25.7pp | 75.3%-30.6pp | 67.7%-23.0pp |
| Annual return | 10.80% | 17.05%-6.2pp | 116.50%-105.7pp | 35.65%-24.8pp |
| Employer contribution / active EE | $991 | $2,396-58.7% | $3,167-68.7% | $2,756-64.1% |
| Participant deferral / active EE | $1,997 | $3,986-49.9% | $5,010-60.1% | $4,299-53.5% |
| Admin fee / account holder | $1,997 | $8,443-76.3% | $11,028-81.9% | $6,940-71.2% |