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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 | $81,252 | $110,379-26.4% | $102,412-20.7% | $145,884-44.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.25% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,715 | $4,216-59.3% | $3,870-55.7% | $4,662-63.2% |
| Participant deferral / active EE | $4,654 | $5,622-17.2% | $5,060-8.0% | $6,690-30.4% |
| Admin fee / account holder | $502 | $9,745-94.9% | $8,388-94.0% | $13,392-96.3% |