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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 | $68,265 | $99,652-31.5% | $78,778-13.3% | $147,586-53.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 9.50% | 47.28%-37.8pp | 35.62%-26.1pp | 578.59%-569.1pp |
| Employer contribution / active EE | $771 | $2,796-72.4% | $1,986-61.2% | $4,876-84.2% |
| Participant deferral / active EE | $1,004 | $3,664-72.6% | $2,958-66.0% | $5,439-81.5% |
| Admin fee / account holder | $48,682 | $7,155+580.4% | $5,134+848.3% | $10,886+347.2% |