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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 | $68,090 | $78,690-13.5% | $161,489-57.8% | $87,485-22.2% |
| Participation rate | 39.0% | 67.5%-28.5pp | 78.7%-39.7pp | 68.9%-29.9pp |
| Annual return | 18.80% | 32.74%-13.9pp | 89.72%-70.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $828 | $2,588-68.0% | $4,268-80.6% | $2,596-68.1% |
| Participant deferral / active EE | $1,716 | $3,311-48.2% | $5,630-69.5% | $4,274-59.9% |
| Admin fee / account holder | $5,518 | $6,724-17.9% | $16,006-65.5% | $7,775-29.0% |