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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 | $57,367 | $228,395-74.9% | $185,861-69.1% | $158,982-63.9% |
| Participation rate | 55.6% | 82.3%-26.8pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 27.36% | 40.82%-13.5pp | 35.96%-8.6pp | 302.99%-275.6pp |
| Employer contribution / active EE | $2,894 | $4,968-41.7% | $4,088-29.2% | $4,763-39.2% |
| Participant deferral / active EE | $5,785 | $6,417-9.9% | $5,634+2.7% | $5,983-3.3% |
| Admin fee / account holder | $6,678 | $11,869-43.7% | $9,503-29.7% | $11,252-40.6% |