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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 | $50,587 | $111,535-54.6% | $105,223-51.9% | $137,256-63.1% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 30.66% | 237.85%-207.2pp | 180.65%-150.0pp | 220.34%-189.7pp |
| Employer contribution / active EE | $1,606 | $3,939-59.2% | $3,689-56.5% | $4,156-61.4% |
| Participant deferral / active EE | $4,110 | $5,500-25.3% | $5,072-19.0% | $6,407-35.9% |
| Admin fee / account holder | $11,492 | $9,721+18.2% | $8,859+29.7% | $12,270-6.3% |