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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 | $61,890 | $99,380-37.7% | $90,312-31.5% | $155,188-60.1% |
| Participation rate | 36.4% | 77.3%-41.0pp | 72.9%-36.5pp | 80.8%-44.4pp |
| Annual return | 19.13% | 19.35%-0.2pp | 18.90%+0.2pp | 148.84%-129.7pp |
| Employer contribution / active EE | $761 | $2,390-68.2% | $2,243-66.1% | $4,248-82.1% |
| Participant deferral / active EE | $1,376 | $4,212-67.3% | $3,749-63.3% | $6,531-78.9% |
| Admin fee / account holder | $40,692 | $9,766+316.7% | $8,248+393.4% | $14,480+181.0% |