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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 | $69,819 | $80,781-13.6% | $102,437-31.8% | $74,478-6.3% |
| Participation rate | 32.7% | 65.7%-32.9pp | 74.5%-41.8pp | 67.2%-34.5pp |
| Annual return | 15.06% | 27.58%-12.5pp | 24.95%-9.9pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,341 | $3,160-57.6% | $3,871-65.3% | $2,626-48.9% |
| Participant deferral / active EE | $2,468 | $3,862-36.1% | $5,060-51.2% | $4,350-43.3% |
| Admin fee / account holder | $620 | $2,372-73.9% | $8,388-92.6% | $1,946-68.1% |