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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 | $77,449 | $124,346-37.7% | $111,308-30.4% | $167,536-53.8% |
| Participation rate | 56.5% | 79.6%-23.1pp | 77.3%-20.8pp | 82.1%-25.6pp |
| Annual return | 15.93% | 37.45%-21.5pp | 54.67%-38.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,563 | $3,437-54.5% | $2,732-42.8% | $4,839-67.7% |
| Participant deferral / active EE | $2,297 | $5,182-55.7% | $4,487-48.8% | $6,342-63.8% |
| Admin fee / account holder | $333 | $10,621-96.9% | $7,965-95.8% | $12,315-97.3% |