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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 | $62,417 | $107,363-41.9% | $92,909-32.8% | $152,897-59.2% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 25.38% | 145.63%-120.2pp | 109.44%-84.1pp | 345.43%-320.0pp |
| Employer contribution / active EE | $938 | $4,222-77.8% | $3,653-74.3% | $4,764-80.3% |
| Participant deferral / active EE | $2,565 | $4,848-47.1% | $4,238-39.5% | $5,851-56.2% |
| Admin fee / account holder | $1,423 | $7,082-79.9% | $5,795-75.4% | $11,599-87.7% |