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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 | $100,073-32.9% | $85,126-21.2% | $145,877-54.0% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | 21.75% | 84.11%-62.4pp | 66.63%-44.9pp | 551.28%-529.5pp |
| Employer contribution / active EE | $768 | $3,236-76.3% | $2,731-71.9% | $4,663-83.5% |
| Participant deferral / active EE | $3,671 | $5,294-30.7% | $4,523-18.8% | $6,691-45.1% |
| Admin fee / account holder | $1,487 | $7,261-79.5% | $6,160-75.9% | $13,402-88.9% |