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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 | $70,650 | $76,371-7.5% | $93,621-24.5% | $72,976-3.2% |
| Participation rate | 41.4% | 71.8%-30.4pp | 75.8%-34.5pp | 69.5%-28.1pp |
| Annual return | 18.85% | 25.82%-7.0pp | 32.76%-13.9pp | 81.02%-62.2pp |
| Employer contribution / active EE | $628 | $2,276-72.4% | $2,719-76.9% | $2,440-74.2% |
| Participant deferral / active EE | $2,100 | $3,538-40.6% | $4,070-48.4% | $3,608-41.8% |
| Admin fee / account holder | $530 | $6,839-92.2% | $7,890-93.3% | $5,124-89.7% |