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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 | $60,966 | $78,690-22.5% | $161,489-62.2% | $87,485-30.3% |
| Participation rate | 36.1% | 67.5%-31.4pp | 78.7%-42.6pp | 68.9%-32.8pp |
| Annual return | 14.96% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $599 | $2,588-76.9% | $4,268-86.0% | $2,596-76.9% |
| Participant deferral / active EE | $2,433 | $3,311-26.5% | $5,630-56.8% | $4,274-43.1% |
| Admin fee / account holder | $1,388 | $6,724-79.4% | $16,006-91.3% | $7,775-82.2% |