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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 | $113,246 | $172,111-34.2% | $150,298-24.7% | $137,256-17.5% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 16.41% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,500 | $4,636-67.6% | $4,154-63.9% | $4,156-63.9% |
| Participant deferral / active EE | $4,713 | $6,166-23.6% | $5,453-13.6% | $6,407-26.4% |
| Admin fee / account holder | $1,024 | $16,471-93.8% | $14,116-92.7% | $12,270-91.7% |