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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 | $62,309 | $48,314+29.0% | $67,561-7.8% | $80,925-23.0% |
| Participation rate | 51.1% | 66.4%-15.3pp | 72.9%-21.8pp | 67.7%-16.6pp |
| Annual return | 15.73% | 18.28%-2.6pp | 3525.44%-3509.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $569 | $2,022-71.9% | $2,735-79.2% | $2,756-79.4% |
| Participant deferral / active EE | $2,204 | $2,927-24.7% | $4,003-44.9% | $4,299-48.7% |
| Admin fee / account holder | $736 | $3,690-80.0% | $4,006-81.6% | $6,940-89.4% |