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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 | $129,737-46.5% | $119,126-41.7% | $154,746-55.2% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 14.12% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,369 | $4,375-68.7% | $4,034-66.1% | $4,379-68.7% |
| Participant deferral / active EE | $5,573 | $5,842-4.6% | $5,318+4.8% | $6,730-17.2% |
| Admin fee / account holder | $1,358 | $11,961-88.6% | $10,693-87.3% | $14,365-90.5% |