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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 | $67,851 | $75,720-10.4% | $90,312-24.9% | $86,983-22.0% |
| Participation rate | 45.9% | 66.3%-20.3pp | 72.9%-26.9pp | 69.5%-23.6pp |
| Annual return | 14.08% | 18.55%-4.5pp | 18.90%-4.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $556 | $1,945-71.4% | $2,243-75.2% | $2,584-78.5% |
| Participant deferral / active EE | $2,623 | $3,001-12.6% | $3,749-30.0% | $4,194-37.5% |
| Admin fee / account holder | $21,210 | $6,201+242.1% | $8,248+157.2% | $7,856+170.0% |