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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 | $63,776 | $77,908-18.1% | $149,696-57.4% | $75,173-15.2% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 21.56% | 31.73%-10.2pp | 134.46%-112.9pp | 160.72%-139.2pp |
| Employer contribution / active EE | $602 | $3,138-80.8% | $4,821-87.5% | $2,671-77.5% |
| Participant deferral / active EE | $2,874 | $3,411-15.8% | $5,682-49.4% | $4,126-30.4% |
| Admin fee / account holder | $2,478 | $5,950-58.3% | $13,212-81.2% | $5,651-56.1% |