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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 | $77,335 | $100,279-22.9% | $81,353-4.9% | $145,884-47.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 15.40% | 34.49%-19.1pp | 24.82%-9.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,643 | $2,979-44.9% | $2,464-33.3% | $4,662-64.8% |
| Participant deferral / active EE | $2,142 | $4,611-53.5% | $3,885-44.9% | $6,690-68.0% |
| Admin fee / account holder | $1,700 | $8,206-79.3% | $5,766-70.5% | $13,392-87.3% |