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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 | $57,681 | $227,399-74.6% | $189,758-69.6% | $198,609-71.0% |
| Participation rate | 53.8% | 84.0%-30.2pp | 79.8%-26.0pp | 82.4%-28.5pp |
| Annual return | 19.10% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,529 | $5,526-72.3% | $4,767-67.9% | $5,055-69.8% |
| Participant deferral / active EE | $7,152 | $6,837+4.6% | $5,856+22.1% | $6,977+2.5% |
| Admin fee / account holder | $4,367 | $25,162-82.6% | $20,388-78.6% | $19,030-77.1% |