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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 | $80,468 | $51,638+55.8% | $68,368+17.7% | $82,448-2.4% |
| Participation rate | 36.1% | 63.6%-27.5pp | 73.8%-37.6pp | 68.1%-32.0pp |
| Annual return | 18.88% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,336 | $2,047-34.7% | $2,649-49.6% | $2,551-47.6% |
| Participant deferral / active EE | $2,238 | $2,914-23.2% | $4,123-45.7% | $4,139-45.9% |
| Admin fee / account holder | $1,946 | $4,643-58.1% | $5,150-62.2% | $7,234-73.1% |