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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 | $51,144 | $53,127-3.7% | $86,597-40.9% | $70,131-27.1% |
| Participation rate | 56.4% | 65.3%-8.9pp | 73.5%-17.1pp | 69.5%-13.1pp |
| Annual return | 17.44% | 27.66%-10.2pp | 964.96%-947.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,205 | $2,068+55.0% | $2,840+12.9% | $2,342+36.8% |
| Participant deferral / active EE | $3,554 | $2,696+31.8% | $3,609-1.5% | $3,332+6.7% |
| Admin fee / account holder | $7,817 | $3,585+118.0% | $4,906+59.3% | $4,645+68.3% |