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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 | $61,962 | $45,343+36.7% | $150,298-58.8% | $67,986-8.9% |
| Participation rate | 21.2% | 51.9%-30.7pp | 77.8%-56.6pp | 57.2%-36.1pp |
| Annual return | 17.70% | 33.28%-15.6pp | 62.79%-45.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $261 | $1,462-82.2% | $4,154-93.7% | $2,019-87.1% |
| Participant deferral / active EE | $1,438 | $2,055-30.0% | $5,453-73.6% | $3,358-57.2% |
| Admin fee / account holder | $2,135 | $2,250-5.1% | $14,116-84.9% | $3,203-33.3% |