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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 | $67,390 | $114,013-40.9% | $103,693-35.0% | $155,188-56.6% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.1pp | 80.8%-52.2pp |
| Annual return | 15.99% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,731 | $3,131+19.2% | $2,920+27.8% | $4,248-12.2% |
| Participant deferral / active EE | $6,294 | $4,970+26.6% | $4,579+37.4% | $6,531-3.6% |
| Admin fee / account holder | $641 | $8,407-92.4% | $7,858-91.8% | $14,480-95.6% |