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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 | $63,513 | $105,856-40.0% | $90,161-29.6% | $147,586-57.0% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 10.28% | 37.63%-27.3pp | 34.89%-24.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $810 | $4,126-80.4% | $3,318-75.6% | $4,876-83.4% |
| Participant deferral / active EE | $2,993 | $5,733-47.8% | $5,287-43.4% | $5,439-45.0% |
| Admin fee / account holder | $1,071 | $8,046-86.7% | $5,943-82.0% | $10,886-90.2% |