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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 | $60,445 | $63,346-4.6% | $92,240-34.5% | $70,126-13.8% |
| Participation rate | 31.7% | 68.7%-37.0pp | 76.5%-44.8pp | 69.5%-37.8pp |
| Annual return | 14.57% | 530.19%-515.6pp | 176.29%-161.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $960 | $2,471-61.1% | $3,680-73.9% | $2,343-59.0% |
| Participant deferral / active EE | $1,366 | $2,854-52.1% | $3,897-64.9% | $3,332-59.0% |
| Admin fee / account holder | $439 | $3,841-88.6% | $5,194-91.5% | $4,645-90.5% |