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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 | $52,854 | $54,763-3.5% | $90,324-41.5% | $72,976-27.6% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 21.98% | 30.63%-8.6pp | 78.15%-56.2pp | 81.02%-59.0pp |
| Employer contribution / active EE | $524 | $2,093-74.9% | $2,856-81.6% | $2,440-78.5% |
| Participant deferral / active EE | $2,170 | $2,887-24.9% | $3,885-44.2% | $3,608-39.9% |
| Admin fee / account holder | $8,159 | $3,973+105.3% | $5,356+52.3% | $5,124+59.2% |