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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 | $61,483 | $62,672-1.9% | $185,117-66.8% | $70,126-12.3% |
| Participation rate | 27.8% | 63.8%-35.9pp | 77.3%-49.4pp | 69.5%-41.7pp |
| Annual return | 21.88% | 40.79%-18.9pp | 40.50%-18.6pp | 73.15%-51.3pp |
| Employer contribution / active EE | $624 | $1,753-64.4% | $4,182-85.1% | $2,343-73.4% |
| Participant deferral / active EE | $1,651 | $3,272-49.5% | $5,045-67.3% | $3,332-50.5% |
| Admin fee / account holder | $1,352 | $3,932-65.6% | $8,159-83.4% | $4,645-70.9% |