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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 | $51,470 | $132,634-61.2% | $115,768-55.5% | $137,256-62.5% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.4%-19.4pp | 80.0%-25.0pp |
| Annual return | 17.54% | 160.70%-143.2pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $863 | $3,360-74.3% | $2,940-70.7% | $4,156-79.2% |
| Participant deferral / active EE | $4,069 | $5,619-27.6% | $4,917-17.2% | $6,407-36.5% |
| Admin fee / account holder | $618 | $15,028-95.9% | $12,439-95.0% | $12,270-95.0% |