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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 | $64,967 | $105,210-38.3% | $159,487-59.3% | $85,851-24.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 13.39% | 45.08%-31.7pp | 263.71%-250.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,570 | $3,319-52.7% | $4,831-67.5% | $2,565-38.8% |
| Participant deferral / active EE | $3,107 | $5,946-47.8% | $7,354-57.8% | $3,952-21.4% |
| Admin fee / account holder | $4,290 | $6,934-38.1% | $10,804-60.3% | $6,261-31.5% |