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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 | $58,218 | $85,766-32.1% | $136,298-57.3% | $70,126-17.0% |
| Participation rate | 54.3% | 74.2%-19.8pp | 81.9%-27.6pp | 69.5%-15.2pp |
| Annual return | 17.26% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $967 | $2,966-67.4% | $4,696-79.4% | $2,343-58.7% |
| Participant deferral / active EE | $3,536 | $5,051-30.0% | $6,247-43.4% | $3,332+6.1% |
| Admin fee / account holder | $1,060 | $5,421-80.4% | $9,244-88.5% | $4,645-77.2% |