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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 | $62,724 | $52,380+19.7% | $98,775-36.5% | $85,847-26.9% |
| Participation rate | 14.3% | 58.0%-43.7pp | 65.7%-51.4pp | 69.3%-55.0pp |
| Annual return | 11.33% | 25.82%-14.5pp | 49.92%-38.6pp | 318.61%-307.3pp |
| Employer contribution / active EE | $351 | $1,337-73.8% | $2,067-83.0% | $2,565-86.3% |
| Participant deferral / active EE | $910 | $2,101-56.7% | $3,035-70.0% | $3,952-77.0% |
| Admin fee / account holder | $455 | $3,865-88.2% | $4,076-88.8% | $6,261-92.7% |