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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 | $108,465 | $176,786-38.6% | $146,643-26.0% | $167,536-35.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 13.06% | 24.04%-11.0pp | 22.75%-9.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $1,067 | $5,161-79.3% | $4,137-74.2% | $4,839-77.9% |
| Participant deferral / active EE | $6,642 | $6,440+3.1% | $5,506+20.6% | $6,342+4.7% |
| Admin fee / account holder | $892 | $13,262-93.3% | $10,280-91.3% | $12,315-92.8% |