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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 | $28,143 | $109,372-74.3% | $89,414-68.5% | $158,966-82.3% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 8.80% | 345.55%-336.8pp | 245.50%-236.7pp | 302.95%-294.1pp |
| Employer contribution / active EE | $867 | $3,171-72.7% | $2,586-66.5% | $4,762-81.8% |
| Participant deferral / active EE | $1,700 | $4,598-63.0% | $3,890-56.3% | $5,983-71.6% |
| Admin fee / account holder | $9,507 | $6,156+54.4% | $4,883+94.7% | $11,250-15.5% |