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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 | $57,403 | $38,165+50.4% | $189,758-69.7% | $69,255-17.1% |
| Participation rate | 32.3% | 66.7%-34.4pp | 79.8%-47.5pp | 69.0%-36.8pp |
| Annual return | 14.59% | 14.65%-0.1pp | 52.62%-38.0pp | 26.73%-12.1pp |
| Employer contribution / active EE | $647 | $1,589-59.3% | $4,767-86.4% | $2,645-75.6% |
| Participant deferral / active EE | $1,273 | $2,073-38.6% | $5,856-78.3% | $2,890-56.0% |
| Admin fee / account holder | $3,197 | $714+347.5% | $20,388-84.3% | $733+336.3% |