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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 | $62,641 | $124,346-49.6% | $111,306-43.7% | $167,553-62.6% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 12.47% | 37.46%-25.0pp | 54.67%-42.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $941 | $3,438-72.6% | $2,732-65.6% | $4,840-80.6% |
| Participant deferral / active EE | $2,638 | $5,182-49.1% | $4,488-41.2% | $6,343-58.4% |
| Admin fee / account holder | $7,189 | $10,623-32.3% | $7,966-9.7% | $12,316-41.6% |