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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 | $58,318 | $110,337-47.1% | $102,383-43.0% | $145,877-60.0% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 21.76% | 24.83%-3.1pp | 24.94%-3.2pp | 551.28%-529.5pp |
| Employer contribution / active EE | $2,524 | $4,216-40.1% | $3,870-34.8% | $4,663-45.9% |
| Participant deferral / active EE | $7,258 | $5,621+29.1% | $5,060+43.4% | $6,691+8.5% |
| Admin fee / account holder | $5,712 | $9,750-41.4% | $8,391-31.9% | $13,402-57.4% |