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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 | $73,342 | $91,167-19.6% | $178,498-58.9% | $79,858-8.2% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 17.39% | 24.19%-6.8pp | 151.09%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,279 | $3,255-60.7% | $5,011-74.5% | $2,471-48.2% |
| Participant deferral / active EE | $2,972 | $3,236-8.1% | $5,202-42.9% | $3,740-20.5% |
| Admin fee / account holder | $449 | $6,747-93.3% | $13,985-96.8% | $5,306-91.5% |