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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 | $60,358 | $117,895-48.8% | $102,460-41.1% | $145,897-58.6% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 16.60% | 31.92%-15.3pp | 29.47%-12.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,500 | $3,619-58.5% | $3,025-50.4% | $4,663-67.8% |
| Participant deferral / active EE | $1,928 | $5,736-66.4% | $5,056-61.9% | $6,689-71.2% |
| Admin fee / account holder | $798 | $13,353-94.0% | $9,460-91.6% | $13,390-94.0% |