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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 | $14,770 | $211,288-93.0% | $178,540-91.7% | $145,884-89.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.71% | 30.27%-20.6pp | 27.15%-17.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,374 | $4,574-70.0% | $3,953-65.3% | $4,662-70.5% |
| Participant deferral / active EE | $3,525 | $6,967-49.4% | $6,281-43.9% | $6,690-47.3% |
| Admin fee / account holder | $7,257 | $12,105-40.1% | $10,424-30.4% | $13,392-45.8% |