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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 | $106,974-42.1% | $90,796-31.8% | $138,895-55.4% |
| Participation rate | 36.4% | 74.9%-38.5pp | 69.5%-33.1pp | 79.9%-43.6pp |
| Annual return | 19.13% | 20.10%-1.0pp | 19.29%-0.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $761 | $2,609-70.8% | $2,294-66.8% | $4,194-81.9% |
| Participant deferral / active EE | $1,376 | $4,455-69.1% | $3,822-64.0% | $6,396-78.5% |
| Admin fee / account holder | $40,692 | $8,626+371.7% | $7,024+479.4% | $12,562+223.9% |