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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 | $60,269 | $61,356-1.8% | $149,696-59.7% | $71,511-15.7% |
| Participation rate | 26.2% | 62.5%-36.3pp | 78.8%-52.5pp | 67.9%-41.7pp |
| Annual return | 17.23% | 35.86%-18.6pp | 134.46%-117.2pp | 28.86%-11.6pp |
| Employer contribution / active EE | $835 | $2,382-64.9% | $4,821-82.7% | $2,589-67.7% |
| Participant deferral / active EE | $1,018 | $2,920-65.1% | $5,682-82.1% | $4,291-76.3% |
| Admin fee / account holder | $5,085 | $1,263+302.6% | $13,212-61.5% | $1,588+220.1% |