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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 | $71,520 | $58,311+22.7% | $81,882-12.7% | $80,959-11.7% |
| Participation rate | 44.0% | 63.5%-19.5pp | 72.4%-28.4pp | 67.7%-23.7pp |
| Annual return | 11.92% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,766 | $2,347-24.7% | $2,916-39.4% | $2,757-36.0% |
| Participant deferral / active EE | $1,362 | $3,287-58.6% | $4,323-68.5% | $4,300-68.3% |
| Admin fee / account holder | $884 | $4,752-81.4% | $7,360-88.0% | $6,925-87.2% |