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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 | $55,518 | $83,337-33.4% | $67,834-18.2% | $273,972-79.7% |
| Participation rate | 58.3% | 76.4%-18.1pp | 68.8%-10.5pp | 83.0%-24.7pp |
| Annual return | 6.85% | 259.45%-252.6pp | 138.47%-131.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,984 | $3,287-39.6% | $2,403-17.4% | $4,869-59.2% |
| Participant deferral / active EE | $5,341 | $4,088+30.6% | $3,160+69.0% | $5,287+1.0% |
| Admin fee / account holder | $12,443 | $6,752+84.3% | $4,622+169.2% | $10,133+22.8% |