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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 | $88,292 | $124,330-29.0% | $109,173-19.1% | $167,536-47.3% |
| Participation rate | 61.1% | 79.5%-18.3pp | 75.9%-14.8pp | 82.1%-21.0pp |
| Annual return | 13.32% | 26.04%-12.7pp | 25.75%-12.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,059 | $4,209-74.8% | $3,723-71.6% | $4,839-78.1% |
| Participant deferral / active EE | $4,768 | $5,256-9.3% | $4,654+2.4% | $6,342-24.8% |
| Admin fee / account holder | $14,217 | $7,974+78.3% | $6,755+110.5% | $12,315+15.4% |