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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 | $78,996 | $157,304-49.8% | $141,197-44.1% | $152,909-48.3% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 22.65% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,870 | $5,263-64.5% | $4,736-60.5% | $4,764-60.7% |
| Participant deferral / active EE | $4,300 | $7,111-39.5% | $6,710-35.9% | $5,851-26.5% |
| Admin fee / account holder | $5,482 | $12,126-54.8% | $10,265-46.6% | $11,601-52.7% |