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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 | $70,583 | $115,810-39.1% | $101,271-30.3% | $158,966-55.6% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 13.86% | 56.15%-42.3pp | 46.48%-32.6pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,353 | $4,175-67.6% | $3,660-63.0% | $4,762-71.6% |
| Participant deferral / active EE | $8,109 | $4,958+63.5% | $4,371+85.5% | $5,983+35.5% |
| Admin fee / account holder | $1,273 | $7,248-82.4% | $5,948-78.6% | $11,250-88.7% |