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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 | $53,581 | $197,819-72.9% | $155,789-65.6% | $125,389-57.3% |
| Participation rate | 45.5% | 82.1%-36.6pp | 76.1%-30.6pp | 83.2%-37.7pp |
| Annual return | 5.16% | 86.73%-81.6pp | 71.54%-66.4pp | 282.24%-277.1pp |
| Employer contribution / active EE | $3,318 | $4,850-31.6% | $3,839-13.6% | $4,866-31.8% |
| Participant deferral / active EE | $3,273 | $5,631-41.9% | $4,798-31.8% | $5,352-38.8% |
| Admin fee / account holder | $1,705 | $9,544-82.1% | $7,477-77.2% | $9,541-82.1% |