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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 | $49,525 | $125,190-60.4% | $105,624-53.1% | $145,897-66.1% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 14.18% | 225.22%-211.0pp | 116.20%-102.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $902 | $3,720-75.8% | $3,168-71.5% | $4,663-80.7% |
| Participant deferral / active EE | $3,172 | $5,716-44.5% | $5,013-36.7% | $6,689-52.6% |
| Admin fee / account holder | $725 | $17,138-95.8% | $10,961-93.4% | $13,390-94.6% |