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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 | $66,267 | $103,008-35.7% | $90,304-26.6% | $152,897-56.7% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.5%-24.1pp |
| Annual return | 20.82% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $761 | $3,139-75.8% | $2,855-73.3% | $4,764-84.0% |
| Participant deferral / active EE | $5,904 | $4,281+37.9% | $3,885+52.0% | $5,851+0.9% |
| Admin fee / account holder | $411 | $6,175-93.3% | $5,354-92.3% | $11,599-96.5% |