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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 | $55,943 | $76,407-26.8% | $150,298-62.8% | $82,448-32.1% |
| Participation rate | 22.6% | 66.4%-43.8pp | 77.8%-55.2pp | 68.1%-45.5pp |
| Annual return | 18.83% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $558 | $2,614-78.6% | $4,154-86.6% | $2,551-78.1% |
| Participant deferral / active EE | $2,324 | $3,214-27.7% | $5,453-57.4% | $4,139-43.9% |
| Admin fee / account holder | $5,006 | $6,352-21.2% | $14,116-64.5% | $7,234-30.8% |