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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 | $78,113 | $103,038-24.2% | $90,324-13.5% | $152,909-48.9% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | 16.51% | 95.25%-78.7pp | 78.15%-61.6pp | 345.46%-329.0pp |
| Employer contribution / active EE | $576 | $3,141-81.7% | $2,856-79.8% | $4,764-87.9% |
| Participant deferral / active EE | $6,007 | $4,282+40.3% | $3,885+54.6% | $5,851+2.7% |
| Admin fee / account holder | $8,048 | $6,177+30.3% | $5,356+50.3% | $11,601-30.6% |