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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 | $67,744 | $57,590+17.6% | $86,233-21.4% | $82,448-17.8% |
| Participation rate | 22.7% | 57.9%-35.1pp | 69.0%-46.3pp | 68.1%-45.3pp |
| Annual return | 16.96% | 22.41%-5.4pp | 61.39%-44.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $822 | $1,655-50.3% | $2,504-67.2% | $2,551-67.8% |
| Participant deferral / active EE | $1,643 | $3,080-46.7% | $4,559-64.0% | $4,139-60.3% |
| Admin fee / account holder | $1,388 | $4,730-70.7% | $8,342-83.4% | $7,234-80.8% |