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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 | $53,997 | $59,440-9.2% | $78,004-30.8% | $82,637-34.7% |
| Participation rate | 49.2% | 62.8%-13.6pp | 69.4%-20.3pp | 68.1%-18.9pp |
| Annual return | 14.02% | 40.24%-26.2pp | 31.07%-17.0pp | 53.51%-39.5pp |
| Employer contribution / active EE | $984 | $1,750-43.8% | $2,469-60.1% | $2,552-61.4% |
| Participant deferral / active EE | $2,388 | $3,138-23.9% | $4,092-41.6% | $4,126-42.1% |
| Admin fee / account holder | $3,693 | $5,504-32.9% | $7,578-51.3% | $7,339-49.7% |