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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 | $102,920 | $232,540-55.7% | $185,117-44.4% | $147,586-30.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 14.37% | 43.03%-28.7pp | 40.50%-26.1pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,117 | $5,195-78.5% | $4,182-73.3% | $4,876-77.1% |
| Participant deferral / active EE | $1,355 | $5,834-76.8% | $5,045-73.2% | $5,439-75.1% |
| Admin fee / account holder | $947 | $10,275-90.8% | $8,159-88.4% | $10,886-91.3% |