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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 | $61,462 | $67,411-8.8% | $91,004-32.5% | $70,126-12.4% |
| Participation rate | 32.0% | 71.4%-39.4pp | 75.6%-43.6pp | 69.5%-37.5pp |
| Annual return | 12.61% | -40.16%+52.8pp | 4.60%+8.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $619 | $1,786-65.3% | $2,456-74.8% | $2,343-73.6% |
| Participant deferral / active EE | $1,288 | $2,823-54.4% | $3,548-63.7% | $3,332-61.3% |
| Admin fee / account holder | $635 | $4,236-85.0% | $5,417-88.3% | $4,645-86.3% |