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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 | $49,245 | $111,535-55.8% | $105,223-53.2% | $137,256-64.1% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 14.86% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,857 | $3,939-52.8% | $3,689-49.6% | $4,156-55.3% |
| Participant deferral / active EE | $5,337 | $5,500-3.0% | $5,072+5.2% | $6,407-16.7% |
| Admin fee / account holder | $1,314 | $9,721-86.5% | $8,859-85.2% | $12,270-89.3% |