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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 | $70,211 | $118,869-40.9% | $96,575-27.3% | $167,518-58.1% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 9.08% | 50.49%-41.4pp | 37.79%-28.7pp | 478.71%-469.6pp |
| Employer contribution / active EE | $2,415 | $3,120-22.6% | $2,357+2.5% | $4,838-50.1% |
| Participant deferral / active EE | $8,680 | $4,616+88.0% | $3,849+125.5% | $6,342+36.9% |
| Admin fee / account holder | $475 | $8,067-94.1% | $6,182-92.3% | $12,312-96.1% |