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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 | $51,118 | $118,695-56.9% | $98,916-48.3% | $158,950-67.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 9.41% | 372.39%-363.0pp | 196.45%-187.0pp | 302.91%-293.5pp |
| Employer contribution / active EE | $1,268 | $3,333-62.0% | $2,689-52.8% | $4,762-73.4% |
| Participant deferral / active EE | $12,550 | $5,088+146.6% | $4,245+195.7% | $5,983+109.8% |
| Admin fee / account holder | $619 | $10,132-93.9% | $6,642-90.7% | $11,248-94.5% |