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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 | $62,477 | $57,976+7.8% | $63,018-0.9% | $62,293+0.3% |
| Participation rate | 51.5% | 75.9%-24.4pp | 74.8%-23.3pp | 69.5%-18.0pp |
| Annual return | 19.11% | 17.54%+1.6pp | 87.62%-68.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,083 | $2,415-55.2% | $2,761-60.8% | $2,042-47.0% |
| Participant deferral / active EE | $4,108 | $2,956+39.0% | $3,330+23.4% | $3,169+29.6% |
| Admin fee / account holder | $2,182 | $276+691.5% | $3,601-39.4% | $479+355.3% |