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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 | $54,991 | $129,737-57.6% | $119,126-53.8% | $154,746-64.5% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 19.49% | 379.08%-359.6pp | 282.11%-262.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,846 | $4,375-57.8% | $4,034-54.2% | $4,379-57.9% |
| Participant deferral / active EE | $3,954 | $5,842-32.3% | $5,318-25.6% | $6,730-41.3% |
| Admin fee / account holder | $3,607 | $11,961-69.8% | $10,693-66.3% | $14,365-74.9% |