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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 | $70,732 | $106,918-33.8% | $84,021-15.8% | $152,897-53.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 21.63% | 105.01%-83.4pp | 71.32%-49.7pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,195 | $2,735-56.3% | $1,984-39.7% | $4,764-74.9% |
| Participant deferral / active EE | $7,053 | $4,012+75.8% | $3,239+117.7% | $5,851+20.5% |
| Admin fee / account holder | $580 | $8,288-93.0% | $6,102-90.5% | $11,599-95.0% |