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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 | $77,360 | $99,652-22.4% | $78,778-1.8% | $147,586-47.6% |
| Participation rate | 19.0% | 76.2%-57.2pp | 69.2%-50.1pp | 82.8%-63.8pp |
| Annual return | 14.58% | 47.28%-32.7pp | 35.62%-21.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $422 | $2,796-84.9% | $1,986-78.7% | $4,876-91.3% |
| Participant deferral / active EE | $1,275 | $3,664-65.2% | $2,958-56.9% | $5,439-76.6% |
| Admin fee / account holder | $664 | $7,155-90.7% | $5,134-87.1% | $10,886-93.9% |