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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 | $59,419 | $77,814-23.6% | $158,223-62.4% | $86,983-31.7% |
| Participation rate | 30.8% | 68.4%-37.6pp | 79.2%-48.4pp | 69.5%-38.8pp |
| Annual return | 21.14% | 30.54%-9.4pp | 52.09%-30.9pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,006 | $2,592-61.2% | $4,109-75.5% | $2,584-61.1% |
| Participant deferral / active EE | $942 | $3,270-71.2% | $5,467-82.8% | $4,194-77.5% |
| Admin fee / account holder | $3,033 | $5,879-48.4% | $16,047-81.1% | $7,856-61.4% |