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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 | $56,381 | $56,431-0.1% | $130,788-56.9% | $87,485-35.6% |
| Participation rate | 69.1% | 58.9%+10.1pp | 70.1%-1.0pp | 68.9%+0.2pp |
| Annual return | 17.19% | 91.27%-74.1pp | 386.44%-369.2pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,750 | $1,549+13.0% | $3,558-50.8% | $2,596-32.6% |
| Participant deferral / active EE | $2,168 | $2,749-21.1% | $4,137-47.6% | $4,274-49.3% |
| Admin fee / account holder | $2,916 | $4,433-34.2% | $6,673-56.3% | $7,775-62.5% |