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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 | $73,065 | $73,149-0.1% | $120,580-39.4% | $77,762-6.0% |
| Participation rate | 24.9% | 55.2%-30.3pp | 72.0%-47.1pp | 70.6%-45.7pp |
| Annual return | 13.33% | 18.24%-4.9pp | 107.48%-94.2pp | 31.27%-17.9pp |
| Employer contribution / active EE | $822 | $1,793-54.2% | $3,469-76.3% | $2,728-69.9% |
| Participant deferral / active EE | $1,874 | $3,006-37.7% | $4,995-62.5% | $4,651-59.7% |
| Admin fee / account holder | $7,975 | $660+1108.9% | $9,418-15.3% | $433+1742.3% |