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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 | $51,085 | $67,894-24.8% | $89,340-42.8% | $82,448-38.0% |
| Participation rate | 33.3% | 64.0%-30.7pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 17.06% | 19.21%-2.1pp | 20.57%-3.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $691 | $1,828-62.2% | $2,231-69.0% | $2,551-72.9% |
| Participant deferral / active EE | $1,675 | $3,072-45.5% | $3,823-56.2% | $4,139-59.5% |
| Admin fee / account holder | $3,846 | $5,723-32.8% | $6,704-42.6% | $7,234-46.8% |