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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 | $64,551 | $81,476-20.8% | $102,383-37.0% | $80,925-20.2% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 14.70% | 25.59%-10.9pp | 24.94%-10.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,123 | $3,105-63.8% | $3,870-71.0% | $2,756-59.2% |
| Participant deferral / active EE | $2,475 | $3,871-36.1% | $5,060-51.1% | $4,299-42.4% |
| Admin fee / account holder | $2,999 | $6,717-55.4% | $8,391-64.3% | $6,940-56.8% |