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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 | $138,139 | $100,805+37.0% | $86,698+59.3% | $134,532+2.7% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | 2.56% | 29.09%-26.5pp | 35.95%-33.4pp | 418.27%-415.7pp |
| Employer contribution / active EE | $1,097 | $3,490-68.6% | $2,837-61.3% | $4,741-76.9% |
| Participant deferral / active EE | $2,562 | $5,339-52.0% | $4,656-45.0% | $6,401-60.0% |
| Admin fee / account holder | $789 | $10,925-92.8% | $7,493-89.5% | $11,429-93.1% |