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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 | $70,050 | $89,370-21.6% | $141,197-50.4% | $72,976-4.0% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 23.64% | 111.88%-88.2pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $874 | $3,115-72.0% | $4,736-81.6% | $2,440-64.2% |
| Participant deferral / active EE | $2,477 | $5,419-54.3% | $6,710-63.1% | $3,608-31.4% |
| Admin fee / account holder | $4,172 | $5,957-30.0% | $10,265-59.4% | $5,124-18.6% |