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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 | $64,295 | $110,410-41.8% | $102,437-37.2% | $145,897-55.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 12.95% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,104 | $4,217-73.8% | $3,871-71.5% | $4,663-76.3% |
| Participant deferral / active EE | $3,082 | $5,622-45.2% | $5,060-39.1% | $6,689-53.9% |
| Admin fee / account holder | $1,072 | $9,745-89.0% | $8,388-87.2% | $13,390-92.0% |