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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 | $67,106 | $100,203-33.0% | $85,240-21.3% | $145,897-54.0% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | 21.75% | 84.28%-62.5pp | 66.75%-45.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $768 | $3,242-76.3% | $2,735-71.9% | $4,663-83.5% |
| Participant deferral / active EE | $3,671 | $5,299-30.7% | $4,527-18.9% | $6,689-45.1% |
| Admin fee / account holder | $1,487 | $7,265-79.5% | $6,165-75.9% | $13,390-88.9% |