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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 | $57,073-11.8% | $85,126-40.9% | $80,925-37.8% |
| Participation rate | 20.4% | 56.4%-36.0pp | 67.5%-47.1pp | 67.7%-47.2pp |
| Annual return | 16.12% | 21.69%-5.6pp | 66.63%-50.5pp | 35.65%-19.5pp |
| Employer contribution / active EE | $424 | $1,801-76.5% | $2,731-84.5% | $2,756-84.6% |
| Participant deferral / active EE | $1,341 | $3,113-56.9% | $4,523-70.4% | $4,299-68.8% |
| Admin fee / account holder | $1,324 | $4,988-73.4% | $6,160-78.5% | $6,940-80.9% |