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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 | $57,319 | $111,535-48.6% | $105,223-45.5% | $137,256-58.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 15.68% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $995 | $3,939-74.8% | $3,689-73.0% | $4,156-76.1% |
| Participant deferral / active EE | $3,307 | $5,500-39.9% | $5,072-34.8% | $6,407-48.4% |
| Admin fee / account holder | $5,030 | $9,721-48.3% | $8,859-43.2% | $12,270-59.0% |