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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 | $53,216 | $72,273-26.4% | $101,275-47.5% | $79,856-33.4% |
| Participation rate | 25.8% | 68.5%-42.7pp | 75.8%-50.0pp | 69.6%-43.8pp |
| Annual return | 18.18% | 22.30%-4.1pp | 46.48%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $750 | $2,691-72.1% | $3,660-79.5% | $2,471-69.7% |
| Participant deferral / active EE | $2,971 | $3,282-9.5% | $4,371-32.0% | $3,741-20.6% |
| Admin fee / account holder | $4,995 | $4,401+13.5% | $5,948-16.0% | $5,306-5.9% |