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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 | $50,313 | $57,140-11.9% | $85,240-41.0% | $80,959-37.9% |
| Participation rate | 20.4% | 56.4%-36.0pp | 67.5%-47.1pp | 67.7%-47.3pp |
| Annual return | 16.12% | 21.71%-5.6pp | 66.75%-50.6pp | 35.67%-19.5pp |
| Employer contribution / active EE | $424 | $1,802-76.5% | $2,735-84.5% | $2,757-84.6% |
| Participant deferral / active EE | $1,341 | $3,115-57.0% | $4,527-70.4% | $4,300-68.8% |
| Admin fee / account holder | $1,324 | $4,992-73.5% | $6,165-78.5% | $6,925-80.9% |