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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 | $63,491 | $60,128+5.6% | $90,440-29.8% | $79,852-20.5% |
| Participation rate | 60.3% | 65.0%-4.6pp | 72.7%-12.3pp | 69.6%-9.3pp |
| Annual return | 12.45% | 71.95%-59.5pp | 1294.38%-1281.9pp | 31.72%-19.3pp |
| Employer contribution / active EE | $593 | $2,068-71.3% | $3,263-81.8% | $2,471-76.0% |
| Participant deferral / active EE | $2,031 | $2,939-30.9% | $3,964-48.7% | $3,740-45.7% |
| Admin fee / account holder | $1,790 | $3,977-55.0% | $5,615-68.1% | $5,306-66.3% |