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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 | $73,336 | $113,338-35.3% | $94,993-22.8% | $147,586-50.3% |
| Participation rate | 8.7% | 78.0%-69.3pp | 73.9%-65.2pp | 82.8%-74.1pp |
| Annual return | 17.37% | 20.80%-3.4pp | 27.14%-9.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,146 | $3,160-63.7% | $2,603-56.0% | $4,876-76.5% |
| Participant deferral / active EE | $1,447 | $3,777-61.7% | $3,317-56.4% | $5,439-73.4% |
| Admin fee / account holder | $7,197 | $6,063+18.7% | $4,960+45.1% | $10,886-33.9% |