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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 | $65,168 | $85,060-23.4% | $70,548-7.6% | $139,456-53.3% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 18.07% | 30.38%-12.3pp | 32.78%-14.7pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,027 | $3,911-73.7% | $2,975-65.5% | $4,753-78.4% |
| Participant deferral / active EE | $3,750 | $5,890-36.3% | $4,567-17.9% | $6,711-44.1% |
| Admin fee / account holder | $724 | $8,925-91.9% | $6,424-88.7% | $11,407-93.7% |