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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 | $59,982 | $110,379-45.7% | $102,412-41.4% | $145,884-58.9% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.9pp |
| Annual return | 13.43% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,185 | $4,216-48.2% | $3,870-43.5% | $4,662-53.1% |
| Participant deferral / active EE | $4,802 | $5,622-14.6% | $5,060-5.1% | $6,690-28.2% |
| Admin fee / account holder | $932 | $9,745-90.4% | $8,388-88.9% | $13,392-93.0% |