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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 | $181,062-68.1% | $158,223-63.5% | $155,188-62.8% |
| Participation rate | 53.8% | 82.7%-28.8pp | 79.2%-25.4pp | 80.8%-27.0pp |
| Annual return | 19.10% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,529 | $4,565-66.5% | $4,109-62.8% | $4,248-64.0% |
| Participant deferral / active EE | $7,152 | $6,134+16.6% | $5,467+30.8% | $6,531+9.5% |
| Admin fee / account holder | $4,367 | $18,825-76.8% | $16,047-72.8% | $14,480-69.8% |