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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 | $61,153 | $157,829-61.3% | $136,867-55.3% | $198,609-69.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 9.70% | 51.25%-41.6pp | 42.97%-33.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,450 | $3,923-63.0% | $3,547-59.1% | $5,055-71.3% |
| Participant deferral / active EE | $1,848 | $5,463-66.2% | $4,924-62.5% | $6,977-73.5% |
| Admin fee / account holder | $3,194 | $11,107-71.2% | $10,340-69.1% | $19,030-83.2% |