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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 | $58,589 | $63,082-7.1% | $81,726-28.3% | $79,856-26.6% |
| Participation rate | 43.0% | 67.5%-24.5pp | 72.0%-29.0pp | 69.6%-26.6pp |
| Annual return | 15.19% | 22.66%-7.5pp | 29.49%-14.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $825 | $1,795-54.0% | $4,311-80.9% | $2,471-66.6% |
| Participant deferral / active EE | $1,903 | $2,780-31.6% | $7,108-73.2% | $3,741-49.1% |
| Admin fee / account holder | $2,392 | $4,428-46.0% | $5,160-53.6% | $5,306-54.9% |