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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 | $60,724 | $65,961-7.9% | $180,320-66.3% | $94,015-35.4% |
| Participation rate | 35.9% | 61.3%-25.3pp | 71.5%-35.6pp | 70.8%-34.9pp |
| Annual return | 21.70% | 14.27%+7.4pp | 778.54%-756.8pp | 17.84%+3.9pp |
| Employer contribution / active EE | $495 | $1,737-71.5% | $4,108-88.0% | $2,790-82.3% |
| Participant deferral / active EE | $1,912 | $3,003-36.3% | $4,304-55.6% | $4,249-55.0% |
| Admin fee / account holder | $2,511 | $4,901-48.8% | $10,000-74.9% | $8,951-71.9% |