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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 | $67,987 | $81,331-16.4% | $155,534-56.3% | $80,935-16.0% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.4pp | 67.7%-36.9pp |
| Annual return | 11.74% | 33.37%-21.6pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,137 | $3,105-63.4% | $4,675-75.7% | $2,757-58.7% |
| Participant deferral / active EE | $2,237 | $3,454-35.2% | $5,630-60.3% | $4,299-48.0% |
| Admin fee / account holder | $7,858 | $7,999-1.8% | $15,900-50.6% | $6,924+13.5% |