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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 | $60,702 | $129,959-53.3% | $104,301-41.8% | $134,509-54.9% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | 1.04% | 42.04%-41.0pp | 24.61%-23.6pp | 418.13%-417.1pp |
| Employer contribution / active EE | $929 | $4,185-77.8% | $3,373-72.5% | $4,741-80.4% |
| Participant deferral / active EE | $2,257 | $5,589-59.6% | $4,626-51.2% | $6,400-64.7% |
| Admin fee / account holder | $6,580 | $9,325-29.4% | $7,340-10.4% | $11,427-42.4% |