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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 | $57,707 | $81,358-29.1% | $155,556-62.9% | $80,959-28.7% |
| Participation rate | 54.5% | 66.3%-11.7pp | 78.2%-23.7pp | 67.7%-13.1pp |
| Annual return | 17.84% | 33.39%-15.5pp | 64.84%-47.0pp | 35.67%-17.8pp |
| Employer contribution / active EE | $928 | $3,106-70.1% | $4,675-80.2% | $2,757-66.4% |
| Participant deferral / active EE | $2,978 | $3,455-13.8% | $5,631-47.1% | $4,300-30.8% |
| Admin fee / account holder | $3,692 | $7,994-53.8% | $15,885-76.8% | $6,925-46.7% |