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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 | $47,987 | $54,757-12.4% | $90,304-46.9% | $72,975-34.2% |
| Participation rate | 29.4% | 65.2%-35.7pp | 73.3%-43.9pp | 69.5%-40.1pp |
| Annual return | 21.99% | 30.63%-8.6pp | 78.13%-56.1pp | 81.01%-59.0pp |
| Employer contribution / active EE | $593 | $2,093-71.7% | $2,855-79.2% | $2,440-75.7% |
| Participant deferral / active EE | $1,496 | $2,887-48.2% | $3,885-61.5% | $3,608-58.5% |
| Admin fee / account holder | $2,254 | $3,973-43.3% | $5,354-57.9% | $5,124-56.0% |