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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 | $63,178 | $48,364+30.6% | $71,796-12.0% | $62,881+0.5% |
| Participation rate | 20.4% | 60.6%-40.3pp | 69.1%-48.7pp | 69.3%-48.9pp |
| Annual return | 9.17% | 13.16%-4.0pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $324 | $1,042-68.9% | $1,924-83.2% | $2,281-85.8% |
| Participant deferral / active EE | $1,016 | $2,091-51.4% | $2,794-63.6% | $3,203-68.3% |
| Admin fee / account holder | $473 | $3,771-87.4% | $4,815-90.2% | $4,296-89.0% |