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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 | $64,218 | $75,541-15.0% | $152,093-57.8% | $82,637-22.3% |
| Participation rate | 24.1% | 66.5%-42.4pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 15.20% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $740 | $2,622-71.8% | $4,175-82.3% | $2,552-71.0% |
| Participant deferral / active EE | $1,136 | $3,206-64.6% | $5,451-79.2% | $4,126-72.5% |
| Admin fee / account holder | $2,729 | $6,405-57.4% | $14,497-81.2% | $7,339-62.8% |