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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 | $68,936 | $95,415-27.8% | $185,851-62.9% | $85,851-19.7% |
| Participation rate | 36.1% | 68.8%-32.7pp | 81.7%-45.6pp | 69.3%-33.2pp |
| Annual return | 16.48% | 23.59%-7.1pp | 122.11%-105.6pp | 318.63%-302.2pp |
| Employer contribution / active EE | $626 | $3,314-81.1% | $5,168-87.9% | $2,565-75.6% |
| Participant deferral / active EE | $1,565 | $3,424-54.3% | $5,569-71.9% | $3,952-60.4% |
| Admin fee / account holder | $2,371 | $7,215-67.1% | $16,245-85.4% | $6,261-62.1% |