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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 | $66,285 | $116,203-43.0% | $93,621-29.2% | $152,897-56.6% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 15.27% | 35.96%-20.7pp | 32.76%-17.5pp | 345.43%-330.2pp |
| Employer contribution / active EE | $540 | $3,219-83.2% | $2,719-80.1% | $4,764-88.7% |
| Participant deferral / active EE | $1,844 | $4,605-60.0% | $4,070-54.7% | $5,851-68.5% |
| Admin fee / account holder | $738 | $10,751-93.1% | $7,890-90.7% | $11,599-93.6% |