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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 | $59,573 | $108,882-45.3% | $96,754-38.4% | $154,746-61.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 13.86% | 98.39%-84.5pp | 82.04%-68.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,744 | $3,018-42.2% | $2,679-34.9% | $4,379-60.2% |
| Participant deferral / active EE | $3,211 | $5,323-39.7% | $4,758-32.5% | $6,730-52.3% |
| Admin fee / account holder | $1,304 | $10,200-87.2% | $8,905-85.4% | $14,365-90.9% |