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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 | $61,286 | $80,674-24.0% | $119,126-48.6% | $64,340-4.7% |
| Participation rate | 45.7% | 55.2%-9.6pp | 75.8%-30.1pp | 55.2%-9.6pp |
| Annual return | 19.75% | 26.86%-7.1pp | 282.11%-262.4pp | 24.14%-4.4pp |
| Employer contribution / active EE | $1,685 | $2,564-34.3% | $4,034-58.2% | $1,862-9.5% |
| Participant deferral / active EE | $2,963 | $3,053-2.9% | $5,318-44.3% | $2,980-0.6% |
| Admin fee / account holder | $1,453 | $4,559-68.1% | $10,693-86.4% | $3,703-60.7% |