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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 | $84,026 | $100,139-16.1% | $85,187-1.4% | $145,884-42.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 10.37% | 84.15%-73.8pp | 66.67%-56.3pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,713 | $3,238-47.1% | $2,732-37.3% | $4,662-63.3% |
| Participant deferral / active EE | $2,105 | $5,296-60.3% | $4,525-53.5% | $6,690-68.5% |
| Admin fee / account holder | $1,131 | $7,262-84.4% | $6,162-81.6% | $13,392-91.6% |