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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 | $100,019 | $211,239-52.7% | $178,528-44.0% | $145,877-31.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.98% | 30.22%-19.2pp | 27.11%-16.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,145 | $4,570-75.0% | $3,950-71.0% | $4,663-75.5% |
| Participant deferral / active EE | $7,368 | $6,963+5.8% | $6,278+17.3% | $6,691+10.1% |
| Admin fee / account holder | $731 | $12,095-94.0% | $10,419-93.0% | $13,402-94.5% |