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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 | $94,911 | $118,877-20.2% | $96,570-1.7% | $167,536-43.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 9.62% | 50.50%-40.9pp | 37.79%-28.2pp | 478.82%-469.2pp |
| Employer contribution / active EE | $1,312 | $3,121-57.9% | $2,357-44.3% | $4,839-72.9% |
| Participant deferral / active EE | $1,313 | $4,617-71.6% | $3,849-65.9% | $6,342-79.3% |
| Admin fee / account holder | $4,478 | $8,069-44.5% | $6,182-27.6% | $12,315-63.6% |