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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 | $111,535-46.8% | $105,223-43.7% | $137,256-56.8% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 80.0%-25.8pp |
| Annual return | 13.44% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,658 | $3,939-57.9% | $3,689-55.0% | $4,156-60.1% |
| Participant deferral / active EE | $3,753 | $5,500-31.8% | $5,072-26.0% | $6,407-41.4% |
| Admin fee / account holder | $8,705 | $9,721-10.5% | $8,859-1.7% | $12,270-29.1% |