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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 | $59,512 | $111,535-46.6% | $105,223-43.4% | $137,256-56.6% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 15.89% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,604 | $3,939-59.3% | $3,689-56.5% | $4,156-61.4% |
| Participant deferral / active EE | $4,277 | $5,500-22.2% | $5,072-15.7% | $6,407-33.2% |
| Admin fee / account holder | $3,927 | $9,721-59.6% | $8,859-55.7% | $12,270-68.0% |