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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 | $60,119+5.6% | $90,430-29.8% | $79,858-20.5% |
| Participation rate | 60.3% | 65.0%-4.6pp | 72.7%-12.3pp | 69.6%-9.3pp |
| Annual return | 12.45% | 71.94%-59.5pp | 1293.73%-1281.3pp | 31.72%-19.3pp |
| Employer contribution / active EE | $593 | $2,068-71.3% | $3,262-81.8% | $2,471-76.0% |
| Participant deferral / active EE | $2,031 | $2,938-30.9% | $3,963-48.7% | $3,740-45.7% |
| Admin fee / account holder | $1,790 | $3,976-55.0% | $5,613-68.1% | $5,306-66.3% |