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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 | $53,374 | $58,311-8.5% | $81,882-34.8% | $80,959-34.1% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 16.18% | 41.85%-25.7pp | 779.47%-763.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,852 | $2,347-21.1% | $2,916-36.5% | $2,757-32.8% |
| Participant deferral / active EE | $1,981 | $3,287-39.7% | $4,323-54.2% | $4,300-53.9% |
| Admin fee / account holder | $867 | $4,752-81.8% | $7,360-88.2% | $6,925-87.5% |