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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 | $63,526 | $107,353-40.8% | $92,903-31.6% | $152,885-58.4% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 21.54% | 145.62%-124.1pp | 109.43%-87.9pp | 345.39%-323.8pp |
| Employer contribution / active EE | $1,169 | $4,222-72.3% | $3,653-68.0% | $4,763-75.5% |
| Participant deferral / active EE | $2,368 | $4,848-51.2% | $4,238-44.1% | $5,851-59.5% |
| Admin fee / account holder | $522 | $7,081-92.6% | $5,795-91.0% | $11,598-95.5% |