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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 | $86,948 | $112,915-23.0% | $90,965-4.4% | $158,950-45.3% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 18.51% | 215.75%-197.2pp | 134.57%-116.1pp | 302.91%-284.4pp |
| Employer contribution / active EE | $576 | $2,894-80.1% | $2,122-72.9% | $4,762-87.9% |
| Participant deferral / active EE | $2,074 | $4,128-49.8% | $3,373-38.5% | $5,983-65.3% |
| Admin fee / account holder | $3,954 | $8,044-50.8% | $5,960-33.7% | $11,248-64.9% |