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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 | $55,248 | $127,790-56.8% | $106,555-48.2% | $167,536-67.0% |
| Participation rate | 63.2% | 78.3%-15.1pp | 76.1%-13.0pp | 82.1%-19.0pp |
| Annual return | 12.35% | 33.88%-21.5pp | 26.80%-14.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,122 | $3,428-67.3% | $2,819-60.2% | $4,839-76.8% |
| Participant deferral / active EE | $3,710 | $5,088-27.1% | $4,399-15.6% | $6,342-41.5% |
| Admin fee / account holder | $800 | $11,229-92.9% | $7,408-89.2% | $12,315-93.5% |