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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 | $76,126 | $111,787-31.9% | $93,681-18.7% | $145,978-47.9% |
| Participation rate | 63.2% | 74.2%-11.1pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 11.04% | 203.52%-192.5pp | 133.47%-122.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,579 | $3,093-49.0% | $2,422-34.8% | $4,662-66.1% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $876 | $10,256-91.5% | $8,290-89.4% | $13,400-93.5% |