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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 | $61,234 | $93,589-34.6% | $135,942-55.0% | $75,181-18.6% |
| Participation rate | 29.5% | 75.2%-45.6pp | 81.9%-52.4pp | 67.2%-37.7pp |
| Annual return | 19.02% | 30.90%-11.9pp | 68.28%-49.3pp | 160.69%-141.7pp |
| Employer contribution / active EE | $1,365 | $3,537-61.4% | $4,858-71.9% | $2,671-48.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,620 | $6,977-19.5% | $10,764-47.8% | $5,650-0.5% |