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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 | $59,417 | $99,994-40.6% | $146,643-59.5% | $85,847-30.8% |
| Participation rate | 38.7% | 73.1%-34.3pp | 80.1%-41.4pp | 69.3%-30.6pp |
| Annual return | 14.08% | 18.93%-4.9pp | 22.75%-8.7pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,738 | $2,559-32.1% | $4,137-58.0% | $2,565-32.3% |
| Participant deferral / active EE | $2,153 | $4,006-46.3% | $5,506-60.9% | $3,952-45.5% |
| Admin fee / account holder | $631 | $7,703-91.8% | $10,280-93.9% | $6,261-89.9% |