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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 | $59,018 | $157,304-62.5% | $141,197-58.2% | $152,909-61.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 15.78% | 64.34%-48.6pp | 71.41%-55.6pp | 345.46%-329.7pp |
| Employer contribution / active EE | $2,799 | $5,263-46.8% | $4,736-40.9% | $4,764-41.2% |
| Participant deferral / active EE | $5,384 | $7,111-24.3% | $6,710-19.8% | $5,851-8.0% |
| Admin fee / account holder | $18,091 | $12,126+49.2% | $10,265+76.2% | $11,601+55.9% |