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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 | $69,217 | $106,247-34.9% | $96,515-28.3% | $139,466-50.4% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 19.22% | 38.47%-19.2pp | 35.73%-16.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,566 | $4,106-61.8% | $3,740-58.1% | $4,754-67.0% |
| Participant deferral / active EE | $10,341 | $5,456+89.6% | $4,880+111.9% | $6,712+54.1% |
| Admin fee / account holder | $904 | $7,885-88.5% | $6,735-86.6% | $11,409-92.1% |