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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 | $61,150 | $157,829-61.3% | $136,867-55.3% | $198,609-69.2% |
| Participation rate | 44.4% | 77.2%-32.7pp | 74.5%-30.1pp | 82.4%-37.9pp |
| Annual return | 12.96% | 51.25%-38.3pp | 42.97%-30.0pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,590 | $3,923-59.5% | $3,547-55.2% | $5,055-68.6% |
| Participant deferral / active EE | $2,896 | $5,463-47.0% | $4,924-41.2% | $6,977-58.5% |
| Admin fee / account holder | $709 | $11,107-93.6% | $10,340-93.1% | $19,030-96.3% |