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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 | $69,399 | $111,535-37.8% | $105,223-34.0% | $137,256-49.4% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 14.12% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,369 | $3,939-65.3% | $3,689-62.9% | $4,156-67.1% |
| Participant deferral / active EE | $5,573 | $5,500+1.3% | $5,072+9.9% | $6,407-13.0% |
| Admin fee / account holder | $1,358 | $9,721-86.0% | $8,859-84.7% | $12,270-88.9% |