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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 | $66,051 | $73,787-10.5% | $98,716-33.1% | $82,448-19.9% |
| Participation rate | 28.9% | 61.4%-32.5pp | 69.3%-40.4pp | 68.1%-39.2pp |
| Annual return | 14.17% | 18.57%-4.4pp | 31.81%-17.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $760 | $1,511-49.7% | $2,279-66.6% | $2,551-70.2% |
| Participant deferral / active EE | $1,854 | $3,081-39.8% | $4,048-54.2% | $4,139-55.2% |
| Admin fee / account holder | $1,241 | $6,500-80.9% | $8,703-85.7% | $7,234-82.8% |