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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 | $62,720 | $132,634-52.7% | $115,768-45.8% | $137,256-54.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 13.44% | 160.70%-147.3pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,026 | $3,360-69.5% | $2,940-65.1% | $4,156-75.3% |
| Participant deferral / active EE | $2,710 | $5,619-51.8% | $4,917-44.9% | $6,407-57.7% |
| Admin fee / account holder | $923 | $15,028-93.9% | $12,439-92.6% | $12,270-92.5% |