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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 | $54,970 | $96,731-43.2% | $123,973-55.7% | $86,983-36.8% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 12.88% | 17.33%-4.4pp | 388.13%-375.2pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,519 | $3,297-53.9% | $4,126-63.2% | $2,584-41.2% |
| Participant deferral / active EE | $4,723 | $4,152+13.7% | $5,247-10.0% | $4,194+12.6% |
| Admin fee / account holder | $1,230 | $8,722-85.9% | $11,799-89.6% | $7,856-84.3% |