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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 | $81,017 | $104,694-22.6% | $85,709-5.5% | $167,536-51.6% |
| Participation rate | 63.6% | 76.4%-12.7pp | 69.9%-6.2pp | 82.1%-18.5pp |
| Annual return | 9.57% | 21.45%-11.9pp | 21.49%-11.9pp | 478.82%-469.2pp |
| Employer contribution / active EE | $870 | $3,337-73.9% | $2,619-66.8% | $4,839-82.0% |
| Participant deferral / active EE | $3,977 | $4,826-17.6% | $3,924+1.4% | $6,342-37.3% |
| Admin fee / account holder | $767 | $10,035-92.4% | $6,876-88.8% | $12,315-93.8% |