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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 | $62,828 | $211,239-70.3% | $178,528-64.8% | $145,877-56.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.55% | 30.22%-12.7pp | 27.11%-9.6pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,136 | $4,570-53.3% | $3,950-45.9% | $4,663-54.2% |
| Participant deferral / active EE | $3,409 | $6,963-51.0% | $6,278-45.7% | $6,691-49.1% |
| Admin fee / account holder | $1,823 | $12,095-84.9% | $10,419-82.5% | $13,402-86.4% |