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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 | $55,832 | $109,372-49.0% | $89,414-37.6% | $158,966-64.9% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 18.67% | 345.55%-326.9pp | 245.50%-226.8pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,840 | $3,171-42.0% | $2,586-28.9% | $4,762-61.4% |
| Participant deferral / active EE | $4,186 | $4,598-9.0% | $3,890+7.6% | $5,983-30.0% |
| Admin fee / account holder | $7,544 | $6,156+22.5% | $4,883+54.5% | $11,250-32.9% |