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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 | $64,875 | $45,343+43.1% | $150,298-56.8% | $67,986-4.6% |
| Participation rate | 20.2% | 51.9%-31.7pp | 77.8%-57.6pp | 57.2%-37.0pp |
| Annual return | 16.38% | 33.28%-16.9pp | 62.79%-46.4pp | 31.67%-15.3pp |
| Employer contribution / active EE | $496 | $1,462-66.1% | $4,154-88.1% | $2,019-75.4% |
| Participant deferral / active EE | $690 | $2,055-66.4% | $5,453-87.3% | $3,358-79.5% |
| Admin fee / account holder | $2,232 | $2,250-0.8% | $14,116-84.2% | $3,203-30.3% |