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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 | $75,385 | $111,787-32.6% | $93,681-19.5% | $145,978-48.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 15.02% | 203.52%-188.5pp | 133.47%-118.5pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,653 | $3,093-46.6% | $2,422-31.8% | $4,662-64.5% |
| Participant deferral / active EE | $2,363 | $4,918-52.0% | $4,415-46.5% | $6,690-64.7% |
| Admin fee / account holder | $1,079 | $10,256-89.5% | $8,290-87.0% | $13,400-92.0% |