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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 | $58,780 | $115,796-49.2% | $101,264-42.0% | $158,950-63.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 11.45% | 56.15%-44.7pp | 46.48%-35.0pp | 302.91%-291.5pp |
| Employer contribution / active EE | $7,165 | $4,175+71.6% | $3,660+95.8% | $4,762+50.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,877 | $7,247-74.1% | $5,947-68.4% | $11,248-83.3% |