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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 | $66,283 | $95,453-30.6% | $112,040-40.8% | $82,448-19.6% |
| Participation rate | 47.2% | 72.8%-25.5pp | 76.5%-29.3pp | 68.1%-20.8pp |
| Annual return | 20.01% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,262 | $2,318-45.5% | $2,954-57.3% | $2,551-50.5% |
| Participant deferral / active EE | $3,175 | $4,224-24.8% | $5,098-37.7% | $4,139-23.3% |
| Admin fee / account holder | $1,427 | $9,013-84.2% | $12,098-88.2% | $7,234-80.3% |