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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 | $54,077 | $93,346-42.1% | $71,796-24.7% | $273,972-80.3% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 6.68% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,724 | $2,733-36.9% | $1,924-10.4% | $4,869-64.6% |
| Participant deferral / active EE | $6,000 | $3,475+72.7% | $2,794+114.7% | $5,287+13.5% |
| Admin fee / account holder | $319 | $6,571-95.1% | $4,815-93.4% | $10,133-96.9% |