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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 | $66,400 | $111,814-40.6% | $103,374-35.8% | $145,959-54.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.05% | 24.77%-15.7pp | 24.89%-15.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,078 | $4,214-50.7% | $3,869-46.3% | $4,661-55.4% |
| Participant deferral / active EE | $4,497 | $5,618-20.0% | $5,058-11.1% | $6,689-32.8% |
| Admin fee / account holder | $7,566 | $9,754-22.4% | $8,394-9.9% | $13,398-43.5% |