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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 | $60,636 | $29,051+108.7% | $52,425+15.7% | $67,986-10.8% |
| Participation rate | 22.0% | 30.4%-8.4pp | 55.6%-33.6pp | 57.2%-35.2pp |
| Annual return | 15.72% | 24.00%-8.3pp | 302.12%-286.4pp | 31.67%-15.9pp |
| Employer contribution / active EE | $459 | $412+11.4% | $914-49.8% | $2,019-77.3% |
| Participant deferral / active EE | $929 | $873+6.4% | $1,790-48.1% | $3,358-72.3% |
| Admin fee / account holder | $3,904 | $2,113+84.8% | $2,495+56.5% | $3,203+21.9% |