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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 | $59,195 | $111,535-46.9% | $105,223-43.7% | $137,256-56.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 13.03% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,596 | $3,939-59.5% | $3,689-56.7% | $4,156-61.6% |
| Participant deferral / active EE | $3,943 | $5,500-28.3% | $5,072-22.3% | $6,407-38.5% |
| Admin fee / account holder | $1,982 | $9,721-79.6% | $8,859-77.6% | $12,270-83.8% |