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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 | $67,379 | $101,063-33.3% | $81,473-17.3% | $147,586-54.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 11.70% | 32.41%-20.7pp | 38.78%-27.1pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,703 | $3,206-46.9% | $2,568-33.7% | $4,876-65.1% |
| Participant deferral / active EE | $6,638 | $4,242+56.5% | $3,537+87.7% | $5,439+22.0% |
| Admin fee / account holder | $500 | $5,812-91.4% | $4,561-89.0% | $10,886-95.4% |