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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 | $59,773 | $101,618-41.2% | $93,063-35.8% | $137,256-56.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 14.76% | 223.95%-209.2pp | 34.15%-19.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $955 | $2,707-64.7% | $2,476-61.4% | $4,156-77.0% |
| Participant deferral / active EE | $1,691 | $4,279-60.5% | $3,958-57.3% | $6,407-73.6% |
| Admin fee / account holder | $535 | $6,198-91.4% | $6,033-91.1% | $12,270-95.6% |