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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 | $17,061 | $46,534-63.3% | $64,097-73.4% | $75,177-77.3% |
| Participation rate | 61.5% | 65.9%-4.5pp | 72.3%-10.9pp | 67.2%-5.7pp |
| Annual return | 16.06% | 26.07%-10.0pp | 33.75%-17.7pp | 160.75%-144.7pp |
| Employer contribution / active EE | $647 | $1,976-67.3% | $2,750-76.5% | $2,671-75.8% |
| Participant deferral / active EE | $1,451 | $2,835-48.8% | $3,881-62.6% | $4,126-64.8% |
| Admin fee / account holder | $2,737 | $2,957-7.4% | $3,070-10.8% | $5,651-51.6% |