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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 | $74,299 | $211,239-64.8% | $178,528-58.4% | $145,877-49.1% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 11.32% | 30.22%-18.9pp | 27.11%-15.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $818 | $4,570-82.1% | $3,950-79.3% | $4,663-82.5% |
| Participant deferral / active EE | $4,429 | $6,963-36.4% | $6,278-29.5% | $6,691-33.8% |
| Admin fee / account holder | $6,537 | $12,095-46.0% | $10,419-37.3% | $13,402-51.2% |