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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 | $97,125-42.7% | $86,233-35.5% | $137,256-59.4% |
| Participation rate | 54.2% | 74.2%-20.0pp | 69.0%-14.9pp | 80.0%-25.8pp |
| Annual return | 21.98% | 74.19%-52.2pp | 61.39%-39.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,768 | $2,841-37.8% | $2,504-29.4% | $4,156-57.5% |
| Participant deferral / active EE | $3,807 | $5,180-26.5% | $4,559-16.5% | $6,407-40.6% |
| Admin fee / account holder | $1,702 | $9,725-82.5% | $8,342-79.6% | $12,270-86.1% |