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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 | $104,654 | $176,786-40.8% | $146,643-28.6% | $167,536-37.5% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 13.67% | 24.04%-10.4pp | 22.75%-9.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,619 | $5,161-68.6% | $4,137-60.9% | $4,839-66.5% |
| Participant deferral / active EE | $2,024 | $6,440-68.6% | $5,506-63.2% | $6,342-68.1% |
| Admin fee / account holder | $950 | $13,262-92.8% | $10,280-90.8% | $12,315-92.3% |