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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 | $58,328 | $183,516-68.2% | $155,534-62.5% | $145,884-60.0% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 15.35% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,785 | $5,315-66.4% | $4,675-61.8% | $4,662-61.7% |
| Participant deferral / active EE | $4,037 | $6,467-37.6% | $5,630-28.3% | $6,690-39.7% |
| Admin fee / account holder | $453 | $19,293-97.7% | $15,900-97.2% | $13,392-96.6% |