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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 | $75,541-25.9% | $152,093-63.2% | $82,637-32.3% |
| Participation rate | 22.6% | 66.5%-44.0pp | 77.8%-55.2pp | 68.1%-45.5pp |
| Annual return | 18.83% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $558 | $2,622-78.7% | $4,175-86.6% | $2,552-78.1% |
| Participant deferral / active EE | $2,324 | $3,206-27.5% | $5,451-57.4% | $4,126-43.7% |
| Admin fee / account holder | $5,006 | $6,405-21.8% | $14,497-65.5% | $7,339-31.8% |