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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 | $58,494 | $103,387-43.4% | $87,102-32.8% | $152,885-61.7% |
| Participation rate | 31.6% | 79.4%-47.8pp | 76.9%-45.3pp | 82.5%-50.9pp |
| Annual return | 18.37% | 28.10%-9.7pp | 28.19%-9.8pp | 345.39%-327.0pp |
| Employer contribution / active EE | $822 | $3,221-74.5% | $2,521-67.4% | $4,763-82.7% |
| Participant deferral / active EE | $2,122 | $4,778-55.6% | $4,048-47.6% | $5,851-63.7% |
| Admin fee / account holder | $350 | $12,193-97.1% | $7,491-95.3% | $11,598-97.0% |