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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 | $72,574 | $106,267-31.7% | $96,520-24.8% | $139,456-48.0% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.3pp |
| Annual return | 17.17% | 38.45%-21.3pp | 35.72%-18.5pp | 373.45%-356.3pp |
| Employer contribution / active EE | $1,199 | $4,105-70.8% | $3,739-67.9% | $4,753-74.8% |
| Participant deferral / active EE | $2,977 | $5,454-45.4% | $4,879-39.0% | $6,711-55.6% |
| Admin fee / account holder | $3,674 | $7,882-53.4% | $6,733-45.4% | $11,407-67.8% |