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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 | $83,699 | $165,381-49.4% | $149,730-44.1% | $158,966-47.3% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.8pp | 82.0%-29.3pp |
| Annual return | 17.35% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $2,146 | $5,104-58.0% | $4,645-53.8% | $4,762-54.9% |
| Participant deferral / active EE | $3,536 | $7,182-50.8% | $6,843-48.3% | $5,983-40.9% |
| Admin fee / account holder | $1,828 | $10,809-83.1% | $9,310-80.4% | $11,250-83.7% |