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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 | $84,708 | $118,708-28.6% | $98,920-14.4% | $158,982-46.7% |
| Participation rate | 25.0% | 77.8%-52.8pp | 76.0%-51.0pp | 82.0%-57.0pp |
| Annual return | 15.98% | 372.49%-356.5pp | 196.47%-180.5pp | 302.99%-287.0pp |
| Employer contribution / active EE | $579 | $3,334-82.6% | $2,689-78.5% | $4,763-87.8% |
| Participant deferral / active EE | $2,031 | $5,089-60.1% | $4,245-52.2% | $5,983-66.1% |
| Admin fee / account holder | $704 | $10,134-93.1% | $6,643-89.4% | $11,252-93.7% |