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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 | $52,566 | $183,516-71.4% | $155,534-66.2% | $145,884-64.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.86% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,272 | $5,315-76.1% | $4,675-72.8% | $4,662-72.7% |
| Participant deferral / active EE | $3,203 | $6,467-50.5% | $5,630-43.1% | $6,690-52.1% |
| Admin fee / account holder | $3,363 | $19,293-82.6% | $15,900-78.9% | $13,392-74.9% |