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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 | $59,781 | $111,535-46.4% | $105,223-43.2% | $137,256-56.4% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 14.96% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $972 | $3,939-75.3% | $3,689-73.7% | $4,156-76.6% |
| Participant deferral / active EE | $1,672 | $5,500-69.6% | $5,072-67.0% | $6,407-73.9% |
| Admin fee / account holder | $6,056 | $9,721-37.7% | $8,859-31.6% | $12,270-50.6% |