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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 | $53,725 | $65,027-17.4% | $90,970-40.9% | $79,852-32.7% |
| Participation rate | 59.3% | 61.6%-2.3pp | 69.0%-9.8pp | 69.6%-10.4pp |
| Annual return | 12.28% | 30.45%-18.2pp | 134.58%-122.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $900 | $1,247-27.8% | $2,122-57.6% | $2,471-63.6% |
| Participant deferral / active EE | $1,927 | $2,512-23.3% | $3,373-42.9% | $3,740-48.5% |
| Admin fee / account holder | $1,884 | $4,535-58.5% | $5,960-68.4% | $5,306-64.5% |