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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 | $54,424 | $81,504-33.2% | $102,437-46.9% | $80,959-32.8% |
| Participation rate | 14.7% | 66.9%-52.1pp | 74.5%-59.8pp | 67.7%-53.0pp |
| Annual return | 13.75% | 25.60%-11.8pp | 24.95%-11.2pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,030 | $3,104-66.8% | $3,871-73.4% | $2,757-62.7% |
| Participant deferral / active EE | $1,874 | $3,871-51.6% | $5,060-63.0% | $4,300-56.4% |
| Admin fee / account holder | $4,297 | $6,719-36.1% | $8,388-48.8% | $6,925-38.0% |