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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 | $65,875 | $59,440+10.8% | $78,004-15.5% | $82,637-20.3% |
| Participation rate | 47.9% | 62.8%-14.9pp | 69.4%-21.5pp | 68.1%-20.1pp |
| Annual return | 18.44% | 40.24%-21.8pp | 31.07%-12.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $614 | $1,750-64.9% | $2,469-75.1% | $2,552-75.9% |
| Participant deferral / active EE | $2,019 | $3,138-35.7% | $4,092-50.7% | $4,126-51.1% |
| Admin fee / account holder | $1,928 | $5,504-65.0% | $7,578-74.6% | $7,339-73.7% |