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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 | $57,337 | $79,894-28.2% | $135,792-57.8% | $82,637-30.6% |
| Participation rate | 37.0% | 63.0%-26.0pp | 72.6%-35.6pp | 68.1%-31.0pp |
| Annual return | 16.31% | 17.20%-0.9pp | 25.96%-9.6pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,098 | $2,165-49.3% | $3,496-68.6% | $2,552-57.0% |
| Participant deferral / active EE | $2,037 | $3,194-36.2% | $4,759-57.2% | $4,126-50.6% |
| Admin fee / account holder | $2,471 | $6,434-61.6% | $12,266-79.9% | $7,339-66.3% |