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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 | $62,633 | $183,516-65.9% | $155,534-59.7% | $145,884-57.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.16% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,033 | $5,315-61.8% | $4,675-56.5% | $4,662-56.4% |
| Participant deferral / active EE | $6,272 | $6,467-3.0% | $5,630+11.4% | $6,690-6.2% |
| Admin fee / account holder | $3,105 | $19,293-83.9% | $15,900-80.5% | $13,392-76.8% |