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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 | $64,962 | $77,920-16.6% | $149,723-56.6% | $75,177-13.6% |
| Participation rate | 39.5% | 65.6%-26.1pp | 78.8%-39.3pp | 67.2%-27.7pp |
| Annual return | 28.94% | 31.72%-2.8pp | 134.50%-105.6pp | 160.75%-131.8pp |
| Employer contribution / active EE | $842 | $3,138-73.2% | $4,821-82.5% | $2,671-68.5% |
| Participant deferral / active EE | $2,646 | $3,411-22.4% | $5,682-53.4% | $4,126-35.9% |
| Admin fee / account holder | $1,562 | $5,951-73.8% | $13,215-88.2% | $5,651-72.4% |