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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 | $64,218 | $76,407-16.0% | $150,298-57.3% | $82,448-22.1% |
| Participation rate | 24.1% | 66.4%-42.3pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 15.20% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $740 | $2,614-71.7% | $4,154-82.2% | $2,551-71.0% |
| Participant deferral / active EE | $1,136 | $3,214-64.7% | $5,453-79.2% | $4,139-72.6% |
| Admin fee / account holder | $2,729 | $6,352-57.0% | $14,116-80.7% | $7,234-62.3% |