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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 | $52,612 | $73,787-28.7% | $98,716-46.7% | $82,448-36.2% |
| Participation rate | 47.2% | 61.4%-14.2pp | 69.3%-22.1pp | 68.1%-20.8pp |
| Annual return | 16.06% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $974 | $1,511-35.6% | $2,279-57.3% | $2,551-61.8% |
| Participant deferral / active EE | $3,564 | $3,081+15.7% | $4,048-11.9% | $4,139-13.9% |
| Admin fee / account holder | $526 | $6,500-91.9% | $8,703-94.0% | $7,234-92.7% |