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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 | $77,700 | $110,240-29.5% | $96,544-19.5% | $139,487-44.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 10.51% | 26.41%-15.9pp | 25.88%-15.4pp | 373.84%-363.3pp |
| Employer contribution / active EE | $1,667 | $3,622-54.0% | $2,966-43.8% | $4,755-64.9% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13,219 | $11,602+13.9% | $8,254+60.1% | $11,407+15.9% |