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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 | $36,904+55.5% | $158,223-63.7% | $65,191-11.9% |
| Participation rate | 32.3% | 62.1%-29.8pp | 79.2%-46.9pp | 63.0%-30.7pp |
| Annual return | 14.59% | 24.43%-9.8pp | 52.09%-37.5pp | 51.24%-36.6pp |
| Employer contribution / active EE | $647 | $1,489-56.6% | $4,109-84.3% | $2,400-73.1% |
| Participant deferral / active EE | $1,273 | $1,936-34.2% | $5,467-76.7% | $2,671-52.3% |
| Admin fee / account holder | $3,197 | $793+303.2% | $16,047-80.1% | $907+252.5% |