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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 | $56,971 | $95,601-40.4% | $77,183-26.2% | $139,456-59.1% |
| Participation rate | 54.5% | 74.0%-19.4pp | 69.6%-15.0pp | 80.3%-25.8pp |
| Annual return | 16.47% | 54.96%-38.5pp | 37.89%-21.4pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,382 | $3,145-56.1% | $2,534-45.5% | $4,753-70.9% |
| Participant deferral / active EE | $4,115 | $4,623-11.0% | $3,833+7.4% | $6,711-38.7% |
| Admin fee / account holder | $549 | $8,302-93.4% | $5,475-90.0% | $11,407-95.2% |