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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 | $27,699 | $99,079-72.0% | $78,002-64.5% | $273,972-89.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 7.67% | 217.93%-210.3pp | 425.99%-418.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,198 | $3,308-63.8% | $2,470-51.5% | $4,869-75.4% |
| Participant deferral / active EE | $2,570 | $4,306-40.3% | $3,497-26.5% | $5,287-51.4% |
| Admin fee / account holder | $2,895 | $8,954-67.7% | $5,481-47.2% | $10,133-71.4% |