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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 | $55,667 | $56,116-0.8% | $135,768-59.0% | $86,983-36.0% |
| Participation rate | 42.3% | 60.1%-17.8pp | 71.1%-28.8pp | 69.5%-27.2pp |
| Annual return | 16.21% | 125.33%-109.1pp | 526.10%-509.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $3,246 | $1,528+112.4% | $3,394-4.4% | $2,584+25.6% |
| Participant deferral / active EE | $5,684 | $2,690+111.3% | $3,977+42.9% | $4,194+35.5% |
| Admin fee / account holder | $3,124 | $4,314-27.6% | $7,048-55.7% | $7,856-60.2% |