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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 | $62,194 | $114,119-45.5% | $107,187-42.0% | $138,895-55.2% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 79.9%-32.9pp |
| Annual return | 18.58% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,278 | $4,059-68.5% | $3,782-66.2% | $4,194-69.5% |
| Participant deferral / active EE | $5,053 | $5,538-8.8% | $5,096-0.8% | $6,396-21.0% |
| Admin fee / account holder | $4,689 | $10,024-53.2% | $9,162-48.8% | $12,562-62.7% |