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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 | $60,421 | $61,125-1.2% | $94,057-35.8% | $87,485-30.9% |
| Participation rate | 54.3% | 64.1%-9.8pp | 73.3%-19.1pp | 68.9%-14.6pp |
| Annual return | 20.93% | 35.20%-14.3pp | 480.62%-459.7pp | 26.06%-5.1pp |
| Employer contribution / active EE | $886 | $2,136-58.6% | $2,933-69.8% | $2,596-65.9% |
| Participant deferral / active EE | $4,229 | $3,260+29.7% | $4,709-10.2% | $4,274-1.1% |
| Admin fee / account holder | $6,198 | $5,629+10.1% | $7,244-14.5% | $7,775-20.3% |