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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 | $67,890 | $232,540-70.8% | $185,117-63.3% | $147,586-54.0% |
| Participation rate | 55.6% | 82.4%-26.8pp | 77.3%-21.7pp | 82.8%-27.3pp |
| Annual return | 14.16% | 43.03%-28.9pp | 40.50%-26.3pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,258 | $5,195-75.8% | $4,182-69.9% | $4,876-74.2% |
| Participant deferral / active EE | $3,944 | $5,834-32.4% | $5,045-21.8% | $5,439-27.5% |
| Admin fee / account holder | $2,418 | $10,275-76.5% | $8,159-70.4% | $10,886-77.8% |