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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 | $55,662 | $147,556-62.3% | $129,031-56.9% | $198,609-72.0% |
| Participation rate | 54.2% | 77.2%-23.1pp | 73.4%-19.2pp | 82.4%-28.2pp |
| Annual return | 21.98% | 37.41%-15.4pp | 34.67%-12.7pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,768 | $3,645-51.5% | $3,226-45.2% | $5,055-65.0% |
| Participant deferral / active EE | $3,807 | $5,760-33.9% | $5,217-27.0% | $6,977-45.4% |
| Admin fee / account holder | $1,702 | $15,467-89.0% | $13,208-87.1% | $19,030-91.1% |