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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 | $57,157 | $72,269-20.9% | $101,271-43.6% | $79,852-28.4% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 12.24% | 22.29%-10.1pp | 46.48%-34.2pp | 31.72%-19.5pp |
| Employer contribution / active EE | $943 | $2,692-65.0% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $1,432 | $3,282-56.4% | $4,371-67.2% | $3,740-61.7% |
| Admin fee / account holder | $3,704 | $4,401-15.8% | $5,948-37.7% | $5,306-30.2% |