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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 | $57,271 | $113,338-49.5% | $94,993-39.7% | $147,586-61.2% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 14.53% | 20.80%-6.3pp | 27.14%-12.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $513 | $3,160-83.8% | $2,603-80.3% | $4,876-89.5% |
| Participant deferral / active EE | $2,192 | $3,777-42.0% | $3,317-33.9% | $5,439-59.7% |
| Admin fee / account holder | $913 | $6,063-84.9% | $4,960-81.6% | $10,886-91.6% |