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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 | $61,424 | $98,766-37.8% | $149,730-59.0% | $79,852-23.1% |
| Participation rate | 31.7% | 75.8%-44.1pp | 82.5%-50.8pp | 69.6%-37.9pp |
| Annual return | 20.36% | 27.43%-7.1pp | 276.70%-256.3pp | 31.72%-11.4pp |
| Employer contribution / active EE | $936 | $3,217-70.9% | $4,645-79.8% | $2,471-62.1% |
| Participant deferral / active EE | $2,975 | $5,681-47.6% | $6,843-56.5% | $3,740-20.5% |
| Admin fee / account holder | $2,406 | $6,052-60.2% | $9,310-74.2% | $5,306-54.7% |