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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 | $69,941 | $61,125+14.4% | $94,057-25.6% | $87,485-20.1% |
| Participation rate | 38.1% | 64.1%-26.0pp | 73.3%-35.2pp | 68.9%-30.8pp |
| Annual return | 16.39% | 35.20%-18.8pp | 480.62%-464.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $264 | $2,136-87.7% | $2,933-91.0% | $2,596-89.8% |
| Participant deferral / active EE | $3,698 | $3,260+13.4% | $4,709-21.5% | $4,274-13.5% |
| Admin fee / account holder | $1,012 | $5,629-82.0% | $7,244-86.0% | $7,775-87.0% |