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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 | $83,898-21.3% | $133,346-50.5% | $94,015-29.7% |
| Participation rate | 28.9% | 63.4%-34.5pp | 72.8%-44.0pp | 70.8%-41.9pp |
| Annual return | 14.17% | 16.00%-1.8pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $760 | $1,821-58.3% | $2,853-73.4% | $2,790-72.8% |
| Participant deferral / active EE | $1,854 | $3,245-42.9% | $4,332-57.2% | $4,249-56.4% |
| Admin fee / account holder | $1,241 | $7,809-84.1% | $14,264-91.3% | $8,951-86.1% |