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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 | $65,161 | $89,259-27.0% | $107,187-39.2% | $82,637-21.1% |
| Participation rate | 37.8% | 67.9%-30.1pp | 75.0%-37.2pp | 68.1%-30.2pp |
| Annual return | 18.42% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,937 | $3,080-37.1% | $3,782-48.8% | $2,552-24.1% |
| Participant deferral / active EE | $5,193 | $4,037+28.6% | $5,096+1.9% | $4,126+25.9% |
| Admin fee / account holder | $1,556 | $7,381-78.9% | $9,162-83.0% | $7,339-78.8% |