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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 | $58,712 | $81,331-27.8% | $155,534-62.3% | $80,935-27.5% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 11.60% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $490 | $3,105-84.2% | $4,675-89.5% | $2,757-82.2% |
| Participant deferral / active EE | $1,698 | $3,454-50.8% | $5,630-69.8% | $4,299-60.5% |
| Admin fee / account holder | $3,521 | $7,999-56.0% | $15,900-77.9% | $6,924-49.1% |