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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 | $64,126 | $78,690-18.5% | $161,489-60.3% | $87,485-26.7% |
| Participation rate | 9.5% | 67.5%-58.0pp | 78.7%-69.2pp | 68.9%-59.5pp |
| Annual return | 16.68% | 32.74%-16.1pp | 89.72%-73.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $344 | $2,588-86.7% | $4,268-91.9% | $2,596-86.7% |
| Participant deferral / active EE | $1,056 | $3,311-68.1% | $5,630-81.2% | $4,274-75.3% |
| Admin fee / account holder | $1,153 | $6,724-82.9% | $16,006-92.8% | $7,775-85.2% |