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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 | $72,153 | $124,336-42.0% | $111,303-35.2% | $167,518-56.9% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 12.86% | 37.45%-24.6pp | 54.66%-41.8pp | 478.71%-465.8pp |
| Employer contribution / active EE | $1,181 | $3,436-65.6% | $2,731-56.8% | $4,838-75.6% |
| Participant deferral / active EE | $2,227 | $5,181-57.0% | $4,487-50.4% | $6,342-64.9% |
| Admin fee / account holder | $5,820 | $10,623-45.2% | $7,966-26.9% | $12,312-52.7% |