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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 | $65,705 | $73,978-11.2% | $96,515-31.9% | $75,173-12.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 20.52% | 26.72%-6.2pp | 35.73%-15.2pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,216 | $2,931-58.5% | $3,740-67.5% | $2,671-54.5% |
| Participant deferral / active EE | $2,788 | $3,660-23.8% | $4,880-42.9% | $4,126-32.4% |
| Admin fee / account holder | $15,938 | $5,219+205.4% | $6,735+136.6% | $5,651+182.1% |