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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 | $59,287 | $114,119-48.0% | $107,187-44.7% | $138,895-57.3% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 79.9%-25.8pp |
| Annual return | 13.44% | 273.21%-259.8pp | 204.55%-191.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,658 | $4,059-59.1% | $3,782-56.2% | $4,194-60.5% |
| Participant deferral / active EE | $3,753 | $5,538-32.2% | $5,096-26.3% | $6,396-41.3% |
| Admin fee / account holder | $8,705 | $10,024-13.2% | $9,162-5.0% | $12,562-30.7% |