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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 | $66,053 | $157,296-58.0% | $141,191-53.2% | $152,897-56.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.81% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,614 | $5,262-69.3% | $4,736-65.9% | $4,764-66.1% |
| Participant deferral / active EE | $3,253 | $7,111-54.3% | $6,710-51.5% | $5,851-44.4% |
| Admin fee / account holder | $1,223 | $12,125-89.9% | $10,264-88.1% | $11,599-89.5% |