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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 | $53,075 | $69,248-23.4% | $64,101-17.2% | $139,466-61.9% |
| Participation rate | 61.5% | 75.6%-14.1pp | 72.3%-10.8pp | 80.3%-18.8pp |
| Annual return | 17.42% | 45.95%-28.5pp | 33.72%-16.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,682 | $3,185-47.2% | $2,749-38.8% | $4,754-64.6% |
| Participant deferral / active EE | $1,780 | $4,682-62.0% | $3,881-54.1% | $6,712-73.5% |
| Admin fee / account holder | $1,464 | $4,247-65.5% | $3,070-52.3% | $11,409-87.2% |