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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 | $117,904-48.8% | $102,457-41.1% | $145,978-58.7% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 16.60% | 31.80%-15.2pp | 29.41%-12.8pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,500 | $3,613-58.5% | $3,022-50.4% | $4,662-67.8% |
| Participant deferral / active EE | $1,928 | $5,733-66.4% | $5,054-61.9% | $6,690-71.2% |
| Admin fee / account holder | $798 | $13,329-94.0% | $9,451-91.6% | $13,400-94.0% |