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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 | $68,006 | $103,008-34.0% | $90,304-24.7% | $152,897-55.5% |
| Participation rate | 23.8% | 75.9%-52.1pp | 73.3%-49.5pp | 82.5%-58.6pp |
| Annual return | 20.16% | 95.22%-75.1pp | 78.13%-58.0pp | 345.43%-325.3pp |
| Employer contribution / active EE | $489 | $3,139-84.4% | $2,855-82.9% | $4,764-89.7% |
| Participant deferral / active EE | $872 | $4,281-79.6% | $3,885-77.6% | $5,851-85.1% |
| Admin fee / account holder | $21,553 | $6,175+249.1% | $5,354+302.6% | $11,599+85.8% |