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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 | $76,380 | $101,063-24.4% | $81,473-6.3% | $147,585-48.2% |
| Participation rate | 62.5% | 74.5%-12.0pp | 68.0%-5.5pp | 82.8%-20.3pp |
| Annual return | 16.71% | 32.41%-15.7pp | 38.78%-22.1pp | 578.58%-561.9pp |
| Employer contribution / active EE | $1,225 | $3,206-61.8% | $2,568-52.3% | $4,876-74.9% |
| Participant deferral / active EE | $1,810 | $4,242-57.3% | $3,537-48.8% | $5,439-66.7% |
| Admin fee / account holder | $517 | $5,812-91.1% | $4,561-88.7% | $10,886-95.3% |