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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 | $69,764 | $110,410-36.8% | $102,437-31.9% | $145,897-52.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 20.37% | 24.85%-4.5pp | 24.95%-4.6pp | 552.29%-531.9pp |
| Employer contribution / active EE | $1,446 | $4,217-65.7% | $3,871-62.6% | $4,663-69.0% |
| Participant deferral / active EE | $4,388 | $5,622-21.9% | $5,060-13.3% | $6,689-34.4% |
| Admin fee / account holder | $8,060 | $9,745-17.3% | $8,388-3.9% | $13,390-39.8% |