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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 | $125,778-52.5% | $114,563-47.8% | $154,746-61.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 14.76% | 295.14%-280.4pp | 241.09%-226.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $955 | $2,806-65.9% | $2,592-63.1% | $4,379-78.2% |
| Participant deferral / active EE | $1,691 | $4,445-62.0% | $4,142-59.2% | $6,730-74.9% |
| Admin fee / account holder | $535 | $8,190-93.5% | $7,623-93.0% | $14,365-96.3% |