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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 | $113,781 | $154,159-26.2% | $130,026-12.5% | $139,456-18.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 11.15% | 32.50%-21.4pp | -137.26%+148.4pp | 373.45%-362.3pp |
| Employer contribution / active EE | $2,730 | $5,292-48.4% | $4,321-36.8% | $4,753-42.6% |
| Participant deferral / active EE | $8,054 | $6,710+20.0% | $5,821+38.4% | $6,711+20.0% |
| Admin fee / account holder | $2,980 | $14,001-78.7% | $10,608-71.9% | $11,407-73.9% |