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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 | $60,989 | $48,011+27.0% | $63,803-4.4% | $82,637-26.2% |
| Participation rate | 34.6% | 66.6%-32.0pp | 72.7%-38.1pp | 68.1%-33.4pp |
| Annual return | 11.70% | 19.84%-8.1pp | 543.72%-532.0pp | 53.51%-41.8pp |
| Employer contribution / active EE | $488 | $1,904-74.4% | $2,532-80.7% | $2,552-80.9% |
| Participant deferral / active EE | $1,179 | $2,846-58.6% | $3,843-69.3% | $4,126-71.4% |
| Admin fee / account holder | $1,369 | $3,873-64.7% | $5,196-73.7% | $7,339-81.3% |