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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 | $66,856 | $68,586-2.5% | $120,380-44.5% | $80,911-17.4% |
| Participation rate | 15.2% | 61.6%-46.4pp | 71.9%-56.7pp | 67.6%-52.5pp |
| Annual return | 13.83% | 23.62%-9.8pp | 107.28%-93.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $616 | $2,053-70.0% | $3,465-82.2% | $2,756-77.6% |
| Participant deferral / active EE | $1,554 | $3,174-51.1% | $4,992-68.9% | $4,297-63.8% |
| Admin fee / account holder | $1,454 | $5,733-74.6% | $9,421-84.6% | $6,935-79.0% |