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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 | $54,815 | $81,262-32.5% | $155,602-64.8% | $80,911-32.3% |
| Participation rate | 32.0% | 66.2%-34.2pp | 78.2%-46.2pp | 67.6%-35.6pp |
| Annual return | 10.98% | 33.34%-22.4pp | 64.81%-53.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $840 | $3,102-72.9% | $4,675-82.0% | $2,756-69.5% |
| Participant deferral / active EE | $1,291 | $3,451-62.6% | $5,629-77.1% | $4,297-70.0% |
| Admin fee / account holder | $1,993 | $7,992-75.1% | $15,923-87.5% | $6,935-71.3% |