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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 | $65,131 | $85,060-23.4% | $70,565-7.7% | $139,487-53.3% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 19.31% | 30.39%-11.1pp | 32.79%-13.5pp | 373.84%-354.5pp |
| Employer contribution / active EE | $853 | $3,912-78.2% | $2,976-71.4% | $4,755-82.1% |
| Participant deferral / active EE | $7,571 | $5,891+28.5% | $4,568+65.7% | $6,713+12.8% |
| Admin fee / account holder | $5,203 | $8,932-41.8% | $6,430-19.1% | $11,407-54.4% |