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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 | $174,379-66.9% | $152,093-62.1% | $138,895-58.5% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 19.10% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,529 | $4,652-67.1% | $4,175-63.4% | $4,194-63.6% |
| Participant deferral / active EE | $7,152 | $6,159+16.1% | $5,451+31.2% | $6,396+11.8% |
| Admin fee / account holder | $4,367 | $16,880-74.1% | $14,497-69.9% | $12,562-65.2% |