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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 | $52,502 | $183,516-71.4% | $155,534-66.2% | $145,884-64.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.58% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,368 | $5,315-74.3% | $4,675-70.7% | $4,662-70.7% |
| Participant deferral / active EE | $4,511 | $6,467-30.2% | $5,630-19.9% | $6,690-32.6% |
| Admin fee / account holder | $9,227 | $19,293-52.2% | $15,900-42.0% | $13,392-31.1% |