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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 | $77,729 | $114,013-31.8% | $103,693-25.0% | $155,188-49.9% |
| Participation rate | 52.6% | 75.2%-22.6pp | 72.6%-20.0pp | 80.8%-28.2pp |
| Annual return | 9.33% | 49.31%-40.0pp | 47.61%-38.3pp | 148.84%-139.5pp |
| Employer contribution / active EE | $913 | $3,131-70.8% | $2,920-68.7% | $4,248-78.5% |
| Participant deferral / active EE | $2,156 | $4,970-56.6% | $4,579-52.9% | $6,531-67.0% |
| Admin fee / account holder | $14,620 | $8,407+73.9% | $7,858+86.1% | $14,480+1.0% |