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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 | $134,817-56.0% | $123,973-52.2% | $155,188-61.8% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.7%-22.5pp | 80.8%-26.6pp |
| Annual return | 13.44% | 515.49%-502.1pp | 388.13%-374.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,658 | $4,425-62.5% | $4,126-59.8% | $4,248-61.0% |
| Participant deferral / active EE | $3,753 | $5,706-34.2% | $5,247-28.5% | $6,531-42.5% |
| Admin fee / account holder | $8,705 | $13,245-34.3% | $11,799-26.2% | $14,480-39.9% |