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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 | $56,023 | $165,399-66.1% | $149,745-62.6% | $158,982-64.8% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 14.07% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $1,582 | $5,105-69.0% | $4,646-66.0% | $4,763-66.8% |
| Participant deferral / active EE | $2,663 | $7,183-62.9% | $6,843-61.1% | $5,983-55.5% |
| Admin fee / account holder | $1,938 | $10,811-82.1% | $9,312-79.2% | $11,252-82.8% |