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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 | $81,262-27.7% | $155,602-62.3% | $80,911-27.4% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 11.60% | 33.34%-21.7pp | 64.81%-53.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $490 | $3,102-84.2% | $4,675-89.5% | $2,756-82.2% |
| Participant deferral / active EE | $1,698 | $3,451-50.8% | $5,629-69.8% | $4,297-60.5% |
| Admin fee / account holder | $3,521 | $7,992-55.9% | $15,923-77.9% | $6,935-49.2% |