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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 | $70,289 | $111,535-37.0% | $105,223-33.2% | $137,256-48.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.52% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,200 | $3,939-44.2% | $3,689-40.4% | $4,156-47.1% |
| Participant deferral / active EE | $17,215 | $5,500+213.0% | $5,072+239.4% | $6,407+168.7% |
| Admin fee / account holder | $3,975 | $9,721-59.1% | $8,859-55.1% | $12,270-67.6% |