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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 | $79,947 | $118,496-32.5% | $98,461-18.8% | $139,466-42.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 9.79% | 18.96%-9.2pp | 21.17%-11.4pp | 373.66%-363.9pp |
| Employer contribution / active EE | $1,009 | $3,611-72.0% | $3,049-66.9% | $4,754-78.8% |
| Participant deferral / active EE | $3,370 | $5,393-37.5% | $4,738-28.9% | $6,712-49.8% |
| Admin fee / account holder | $684 | $14,056-95.1% | $8,961-92.4% | $11,409-94.0% |