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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 | $68,386 | $113,338-39.7% | $94,993-28.0% | $147,586-53.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 8.15% | 20.80%-12.6pp | 27.14%-19.0pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,104 | $3,160-33.4% | $2,603-19.2% | $4,876-56.9% |
| Participant deferral / active EE | $8,162 | $3,777+116.1% | $3,317+146.1% | $5,439+50.1% |
| Admin fee / account holder | $2,973 | $6,063-51.0% | $4,960-40.1% | $10,886-72.7% |