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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 | $53,956 | $54,757-1.5% | $90,304-40.3% | $72,975-26.1% |
| Participation rate | 56.5% | 65.2%-8.7pp | 73.3%-16.8pp | 69.5%-13.0pp |
| Annual return | 21.24% | 30.63%-9.4pp | 78.13%-56.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $549 | $2,093-73.8% | $2,855-80.8% | $2,440-77.5% |
| Participant deferral / active EE | $1,875 | $2,887-35.0% | $3,885-51.7% | $3,608-48.0% |
| Admin fee / account holder | $2,083 | $3,973-47.6% | $5,354-61.1% | $5,124-59.3% |