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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 | $60,423 | $99,053-39.0% | $88,179-31.5% | $138,895-56.5% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.1%-14.1pp | 79.9%-24.9pp |
| Annual return | 16.98% | 78.17%-61.2pp | 64.97%-48.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $855 | $2,882-70.4% | $2,549-66.5% | $4,194-79.6% |
| Participant deferral / active EE | $2,231 | $5,225-57.3% | $4,614-51.6% | $6,396-65.1% |
| Admin fee / account holder | $2,997 | $8,748-65.7% | $7,673-60.9% | $12,562-76.1% |