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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 | $57,105 | $80,992-29.5% | $96,534-40.8% | $75,173-24.0% |
| Participation rate | 26.0% | 71.8%-45.8pp | 76.0%-50.0pp | 67.2%-41.2pp |
| Annual return | 18.99% | 27.05%-8.1pp | 25.88%-6.9pp | 160.72%-141.7pp |
| Employer contribution / active EE | $967 | $2,283-57.7% | $2,965-67.4% | $2,671-63.8% |
| Participant deferral / active EE | $2,588 | $3,929-34.1% | $4,851-46.6% | $4,126-37.3% |
| Admin fee / account holder | $1,729 | $6,717-74.3% | $8,253-79.0% | $5,651-69.4% |