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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 | $64,873 | $108,882-40.4% | $96,754-33.0% | $154,746-58.1% |
| Participation rate | 46.2% | 75.1%-28.9pp | 70.3%-24.1pp | 80.7%-34.5pp |
| Annual return | 17.61% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,048 | $3,018-32.2% | $2,679-23.6% | $4,379-53.2% |
| Participant deferral / active EE | $6,346 | $5,323+19.2% | $4,758+33.4% | $6,730-5.7% |
| Admin fee / account holder | $1,242 | $10,200-87.8% | $8,905-86.1% | $14,365-91.4% |