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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 | $52,564 | $183,592-71.4% | $155,574-66.2% | $145,877-64.0% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 10.41% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,783 | $5,317-66.5% | $4,676-61.9% | $4,663-61.8% |
| Participant deferral / active EE | $4,477 | $6,466-30.8% | $5,629-20.5% | $6,691-33.1% |
| Admin fee / account holder | $10,735 | $19,316-44.4% | $15,914-32.5% | $13,402-19.9% |